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TOMPKINS FINANCIAL CORP: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOMPKINS FINANCIAL CORP on JEPI, newest first. How the timeline and the estimate are built.

TOMPKINS FINANCIAL CORP held 45,131 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,131 shares
    Change vs previous 13F +173 shares

    0.18% of the 13F portfolio, value $2,537,265.

    13F-HR 0001999371-26-022081 filed by TOMPKINS FINANCIAL CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,958 shares
    Change vs previous 13F +11,297 shares

    0.18% of the 13F portfolio, value $2,539,228.

    13F-HR 0001999371-26-015086 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 33,661 shares
    Change vs previous 13F +25,353 shares

    0.15% of the 13F portfolio, value $1,907,905.

    13F-HR 0001999371-26-007945 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 8,308 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $475,550.

    13F-HR 0001999371-26-000492 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,243 shares
    Change vs previous 13F +328 shares

    0.04% of the 13F portfolio, value $470,675.

    13F-HR 0001999371-25-014892 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 7,915 shares
    Change vs previous 13F +1,827 shares

    0.04% of the 13F portfolio, value $449,968.

    13F-HR 0001999371-25-008914 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,088 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $347,868.

    13F-HR 0001999371-25-003938 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,088 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $350,243.

    13F-HR 0001999371-25-000338 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).