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Balance Wealth Partners LLC: JPEF position timeline

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

Balance Wealth Partners LLC held 274,373 JPEF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,373 shares
    Change vs previous 13F +5,925 shares

    5.86% of the 13F portfolio, value $22,040,432.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 268,448 shares
    Change vs previous 13F -95,207 shares

    5.99% of the 13F portfolio, value $19,277,170.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 363,655 shares
    Change vs previous 13F +19,563 shares

    8.72% of the 13F portfolio, value $27,160,307.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 344,092 shares
    Change vs previous 13F +17,229 shares

    6.3% of the 13F portfolio, value $25,493,784.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 326,863 shares
    Change vs previous 13F +166,396 shares

    13.42% of the 13F portfolio, value $22,926,169.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 160,467 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $10,215,314.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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