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Chesley Taft & Associates LLC: JPIE position timeline

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

Chesley Taft & Associates LLC held 111,280 JPIE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 111,280 shares
    Change vs previous 13F +23,390 shares

    0.2% of the 13F portfolio, value $4,995,360.

    13F-HR 0001164632-26-000006 filed by Chesley Taft & Associates LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 87,890 shares
    Change vs previous 13F +5,341 shares

    0.16% of the 13F portfolio, value $4,047,335.

    13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 82,549 shares
    Change vs previous 13F +2,629 shares

    0.16% of the 13F portfolio, value $3,803,033.

    13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 79,920 shares
    Change vs previous 13F +16,848 shares

    0.15% of the 13F portfolio, value $3,699,497.

    13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 63,072 shares
    Change vs previous 13F +4,975 shares

    0.12% of the 13F portfolio, value $2,927,172.

    13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 58,097 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,691,053.

    13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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