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Bleakley Financial Group, LLC: JPIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bleakley Financial Group, LLC on JPIB, newest first. How the timeline and the estimate are built.

Bleakley Financial Group, LLC held 178,555 JPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,555 shares
    Change vs previous 13F +2,626 shares

    0.11% of the 13F portfolio, value $8,633,123.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 175,929 shares
    Change vs previous 13F +3,672 shares

    0.13% of the 13F portfolio, value $8,412,929.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 172,257 shares
    Change vs previous 13F +28,114 shares

    0.15% of the 13F portfolio, value $8,388,940.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 144,143 shares
    Change vs previous 13F +8,785 shares

    0.16% of the 13F portfolio, value $7,067,334.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 135,358 shares
    Change vs previous 13F +5,120 shares

    0.17% of the 13F portfolio, value $6,581,124.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 130,238 shares
    Change vs previous 13F +3,260 shares

    0.2% of the 13F portfolio, value $6,237,096.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, LLC
    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 126,978 shares
    Change vs previous 13F -5,430 shares

    0.18% of the 13F portfolio, value $6,000,978.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 132,408 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,442,300.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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