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Beta Wealth Group, Inc.: JPRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beta Wealth Group, Inc. on JPRE, newest first. How the timeline and the estimate are built.

Beta Wealth Group, Inc. held 120,874 JPRE 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 120,874 shares
    Change vs previous 13F -99 shares

    2.37% of the 13F portfolio, value $6,307,213.

    13F-HR 0001594417-26-000003 filed by Beta Wealth Group, Inc.
    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 120,973 shares
    Change vs previous 13F +4,326 shares

    2.41% of the 13F portfolio, value $5,815,190.

    13F-HR 0001594417-26-000002 filed by Beta Wealth Group, Inc.
    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 116,647 shares
    Change vs previous 13F +140 shares

    2.19% of the 13F portfolio, value $5,448,597.

    13F-HR 0001594417-26-000001 filed by Beta Wealth Group, Inc.
    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 116,507 shares
    Change vs previous 13F +7,289 shares

    2.2% of the 13F portfolio, value $5,584,203.

    13F-HR 0001594417-25-000007 filed by Beta Wealth Group, Inc.
    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 109,218 shares
    Change vs previous 13F +16,884 shares

    1.91% of the 13F portfolio, value $5,203,127.

    13F-HR 0001594417-25-000005 filed by Beta Wealth Group, Inc.
    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 92,334 shares
    Change vs previous 13F +28,584 shares

    1.6% of the 13F portfolio, value $4,450,499.

    13F-HR 0001594417-25-000003 filed by Beta Wealth Group, Inc.
    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 63,750 shares
    Change vs previous 13F +1,701 shares

    1.33% of the 13F portfolio, value $3,014,085.

    13F-HR 0001594417-25-000001 filed by Beta Wealth Group, Inc.
    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 62,049 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,160,785.

    13F-HR 0001594417-24-000005 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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