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Disclosery

Delta Investment Management, LLC: JPIE position timeline

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

Delta Investment Management, LLC held 8,367 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,367 shares
    Change vs previous 13F -3,553 shares

    0.06% of the 13F portfolio, value $385,284.

    13F-HR 0001757043-26-000004 filed by Delta Investment Management, LLC
    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 11,920 shares
    Change vs previous 13F -2,789 shares

    0.1% of the 13F portfolio, value $549,140.

    13F-HR 0001757043-26-000003 filed by Delta Investment Management, LLC
    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 14,709 shares
    Change vs previous 13F -18,064 shares

    0.12% of the 13F portfolio, value $680,862.

    13F-HR 0001757043-26-000002 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 32,773 shares
    Change vs previous 13F +20,001 shares

    0.27% of the 13F portfolio, value $1,520,975.

    13F-HR 0001757043-25-000003 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,772 shares
    Change vs previous 13F +43 shares

    0.11% of the 13F portfolio, value $591,604.

    13F-HR 0001095449-25-000056 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,729 shares
    Change vs previous 13F -3,511 shares

    0.12% of the 13F portfolio, value $586,414.

    13F-HR 0001095449-25-000035 filed by Delta Investment Management, LLC
    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 16,240 shares
    Change vs previous 13F -2,901 shares

    0.14% of the 13F portfolio, value $740,890.

    13F-HR 0001095449-25-000007 filed by Delta Investment Management, LLC
    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 19,141 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $887,956.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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