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Disclosery

TOMPKINS FINANCIAL CORP: JEPQ position timeline

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

TOMPKINS FINANCIAL CORP held 33,000 JEPQ 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 33,000 shares
    Change vs previous 13F +368 shares

    0.14% of the 13F portfolio, value $2,021,580.

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

  2. period ended2026-06-30
    13F 32,632 shares
    Change vs previous 13F +10,833 shares

    0.14% of the 13F portfolio, value $2,005,563.

    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 21,799 shares
    Change vs previous 13F +17,455 shares

    0.1% of the 13F portfolio, value $1,210,280.

    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 4,344 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $252,473.

    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 4,344 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $249,867.

    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 4,311 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $234,518.

    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 4,311 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $223,224.

    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 4,311 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $243,054.

    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).