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Disclosery

Apella Capital, LLC: JPME position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apella Capital, LLC on JPME, newest first. How the timeline and the estimate are built.

Apella Capital, LLC held 10,837 JPME shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,837 shares
    Change vs previous 13F -493 shares

    0.02% of the 13F portfolio, value $1,302,748.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,330 shares
    Change vs previous 13F -280 shares

    0.02% of the 13F portfolio, value $1,410,579.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    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 11,610 shares
    Change vs previous 13F -295 shares

    0.02% of the 13F portfolio, value $1,402,093.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,905 shares
    Change vs previous 13F -193 shares

    0.03% of the 13F portfolio, value $1,293,642.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,098 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $1,288,229.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,100 shares
    Change vs previous 13F -44 shares

    0.03% of the 13F portfolio, value $1,268,252.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    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 12,144 shares
    Change vs previous 13F -269 shares

    0.04% of the 13F portfolio, value $1,163,478.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,413 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,271,972.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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