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Cetera Investment Advisers: JPIE position timeline

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

Cetera Investment Advisers held 810,798 JPIE 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 810,798 shares
    Change vs previous 13F +77,108 shares

    0.03% of the 13F portfolio, value $37,337,300.

    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 733,690 shares
    Change vs previous 13F +182,265 shares

    0.04% of the 13F portfolio, value $33,801,113.

    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 551,425 shares
    Change vs previous 13F +56,005 shares

    0.03% of the 13F portfolio, value $25,525,500.

    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 495,420 shares
    Change vs previous 13F +89,543 shares

    0.03% of the 13F portfolio, value $22,992,485.

    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 405,877 shares
    Change vs previous 13F +183,957 shares

    0.03% of the 13F portfolio, value $18,800,207.

    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 221,920 shares
    Change vs previous 13F +115,900 shares

    0.02% of the 13F portfolio, value $10,223,839.

    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 106,020 shares
    Change vs previous 13F +33,686 shares

    0.01% of the 13F portfolio, value $4,836,653.

    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 72,334 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,355,572.

    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).