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Amplius Wealth Advisors, LLC: JPEM position timeline

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

Amplius Wealth Advisors, LLC held 12,038 JPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,038 shares
    Change vs previous 13F -3,082 shares

    0.06% of the 13F portfolio, value $755,775.

    13F-HR 0001900584-26-000004 filed by Amplius Wealth Advisors, 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 15,120 shares
    Change vs previous 13F -122,498 shares

    0.08% of the 13F portfolio, value $939,352.

    13F-HR 0001900584-26-000003 filed by Amplius Wealth Advisors, 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 137,618 shares
    Change vs previous 13F +7,172 shares

    0.7% of the 13F portfolio, value $8,357,547.

    13F-HR 0001900584-26-000001 filed by Amplius Wealth Advisors, 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 130,446 shares
    Change vs previous 13F +6,720 shares

    0.67% of the 13F portfolio, value $7,695,783.

    13F-HR 0001900584-25-000007 filed by Amplius Wealth Advisors, 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 123,726 shares
    Change vs previous 13F -1,662 shares

    0.65% of the 13F portfolio, value $6,979,706.

    13F-HR 0001900584-25-000005 filed by Amplius Wealth Advisors, 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 125,388 shares
    Change vs previous 13F +21,738 shares

    0.69% of the 13F portfolio, value $6,610,542.

    13F-HR 0001900584-25-000003 filed by Amplius Wealth Advisors, 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 103,650 shares
    Change vs previous 13F +6,682 shares

    0.55% of the 13F portfolio, value $5,377,652.

    13F-HR 0001900584-25-000002 filed by Amplius Wealth Advisors, 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 96,968 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,491,173.

    13F-HR 0001900584-24-000006 filed by Amplius Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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