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Disclosery

D.A. DAVIDSON & CO.: JPEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on JPEF, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 40,647 JPEF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,647 shares
    Change vs previous 13F -5,408 shares

    0.02% of the 13F portfolio, value $3,265,181.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 46,055 shares
    Change vs previous 13F -15,277 shares

    0.02% of the 13F portfolio, value $3,307,190.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 61,332 shares
    Change vs previous 13F +1,529 shares

    0.03% of the 13F portfolio, value $4,580,702.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 59,803 shares
    Change vs previous 13F -11,848 shares

    0.03% of the 13F portfolio, value $4,430,804.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 71,651 shares
    Change vs previous 13F +19,855 shares

    0.04% of the 13F portfolio, value $5,025,601.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 51,796 shares
    Change vs previous 13F +20,080 shares

    0.03% of the 13F portfolio, value $3,297,333.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 31,716 shares
    Change vs previous 13F +1,661 shares

    0.02% of the 13F portfolio, value $2,128,461.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 30,055 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,969,504.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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