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Aprio Wealth Management, LLC: JPSE position timeline

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

Aprio Wealth Management, LLC held 257,360 JPSE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,360 shares
    Change vs previous 13F -59,248 shares

    0.77% of the 13F portfolio, value $15,484,065.

    13F-HR 0001398344-26-012645 filed by Aprio 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 316,608 shares
    Change vs previous 13F +6,270 shares

    0.91% of the 13F portfolio, value $16,599,757.

    13F-HR 0001398344-26-008933 filed by Aprio 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 310,338 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $15,539,865.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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