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Disclosery

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

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

D.A. DAVIDSON & CO. held 582,072 JPIE 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 582,072 shares
    Change vs previous 13F +30,145 shares

    0.15% of the 13F portfolio, value $26,804,451.

    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 551,927 shares
    Change vs previous 13F +41,504 shares

    0.15% of the 13F portfolio, value $25,427,312.

    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 510,423 shares
    Change vs previous 13F +154,678 shares

    0.14% of the 13F portfolio, value $23,627,488.

    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 355,745 shares
    Change vs previous 13F +249,876 shares

    0.11% of the 13F portfolio, value $16,510,155.

    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 105,869 shares
    Change vs previous 13F +16,915 shares

    0.03% of the 13F portfolio, value $4,903,875.

    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 88,954 shares
    Change vs previous 13F +60,160 shares

    0.03% of the 13F portfolio, value $4,098,119.

    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 28,794 shares
    Change vs previous 13F +22,444 shares

    0.01% of the 13F portfolio, value $1,313,607.

    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 6,350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,584.

    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).