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Disclosery

BXM Wealth LLC: JPIE position timeline

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

BXM Wealth LLC held 12,925 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,925 shares
    Change vs previous 13F +469 shares

    0.32% of the 13F portfolio, value $595,185.

    13F-HR 0002085853-26-000858 filed by BXM Wealth 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 12,456 shares
    Change vs previous 13F +87 shares

    0.44% of the 13F portfolio, value $573,844.

    13F-HR 0002085853-26-000469 filed by BXM Wealth 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 12,369 shares
    Change vs previous 13F +2,077 shares

    0.44% of the 13F portfolio, value $572,556.

    13F-HR 0002085853-26-000054 filed by BXM Wealth 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 10,292 shares
    Change vs previous 13F -2,393 shares

    0.45% of the 13F portfolio, value $477,635.

    13F-HR 0002085853-25-000177 filed by BXM Wealth 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 12,685 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $518,089.

    13F-HR 0001667731-25-001000 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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