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Beta Wealth Group, Inc.: JPST position timeline

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

Beta Wealth Group, Inc. held 22,855 JPST 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 22,855 shares
    Change vs previous 13F +7,632 shares

    0.43% of the 13F portfolio, value $1,155,755.

    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 15,223 shares
    Change vs previous 13F +8,377 shares

    0.32% of the 13F portfolio, value $770,415.

    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 6,846 shares
    Change vs previous 13F -2,972 shares

    0.14% of the 13F portfolio, value $346,337.

    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 9,818 shares
    Change vs previous 13F +3,338 shares

    0.2% of the 13F portfolio, value $498,084.

    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 6,480 shares
    Change vs previous 13F +2,462 shares

    0.12% of the 13F portfolio, value $328,393.

    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 4,018 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $203,431.

    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).