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Disclosery

AE Wealth Management LLC: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on JCPB, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 83,121 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,121 shares
    Change vs previous 13F +15,878 shares

    0.02% of the 13F portfolio, value $3,901,726.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 67,243 shares
    Change vs previous 13F +46,479 shares

    0.02% of the 13F portfolio, value $3,165,829.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 20,764 shares
    Change vs previous 13F +10,590 shares

    0.01% of the 13F portfolio, value $983,196.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,174 shares
    Change vs previous 13F +9,581 shares

    <0.01% of the 13F portfolio, value $483,789.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 593 shares
    Change vs previous 13F +79 shares

    <0.01% of the 13F portfolio, value $27,898.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 514 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $24,193.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 508 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,403.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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