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AE Wealth Management LLC: JPST position timeline

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

AE Wealth Management LLC held 905,774 JPST 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 905,774 shares
    Change vs previous 13F +173,556 shares

    0.21% of the 13F portfolio, value $45,804,889.

    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 732,218 shares
    Change vs previous 13F +342,846 shares

    0.2% of the 13F portfolio, value $37,057,491.

    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 389,372 shares
    Change vs previous 13F +52,846 shares

    0.11% of the 13F portfolio, value $19,698,366.

    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 336,526 shares
    Change vs previous 13F +12,743 shares

    0.11% of the 13F portfolio, value $17,071,919.

    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 323,783 shares
    Change vs previous 13F -17,272 shares

    0.12% of the 13F portfolio, value $16,409,406.

    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 341,055 shares
    Change vs previous 13F -61,418 shares

    0.15% of the 13F portfolio, value $17,267,671.

    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 402,473 shares
    Change vs previous 13F -12,736 shares

    0.17% of the 13F portfolio, value $20,272,589.

    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).

  8. period ended2024-09-30
    13F 415,209 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $21,067,746.

    13F-HR 0001697723-24-000005 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).