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Cetera Investment Advisers: JPEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on JPEF, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 1,343,883 JPEF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,343,883 shares
    Change vs previous 13F +268,650 shares

    0.1% of the 13F portfolio, value $107,954,429.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 1,075,233 shares
    Change vs previous 13F +523,563 shares

    0.08% of the 13F portfolio, value $77,212,087.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 551,670 shares
    Change vs previous 13F +11,148 shares

    0.05% of the 13F portfolio, value $41,202,556.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 540,522 shares
    Change vs previous 13F +206,430 shares

    0.05% of the 13F portfolio, value $40,047,281.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 334,092 shares
    Change vs previous 13F +61,906 shares

    0.04% of the 13F portfolio, value $23,433,248.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 272,186 shares
    Change vs previous 13F +70,756 shares

    0.03% of the 13F portfolio, value $17,327,393.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 201,430 shares
    Change vs previous 13F +69,811 shares

    0.03% of the 13F portfolio, value $13,517,958.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 131,619 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,624,993.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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