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Eaton Financial Holdings Company, LLC: JPIE position timeline

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

Eaton Financial Holdings Company, LLC held 84,410 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,410 shares
    Change vs previous 13F +46,440 shares

    1.07% of the 13F portfolio, value $3,887,061.

    13F-HR 0002085853-26-000933 filed by Eaton Financial Holdings Company, 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 37,970 shares
    Change vs previous 13F +5,572 shares

    0.57% of the 13F portfolio, value $1,749,266.

    13F-HR 0002085853-26-000379 filed by Eaton Financial Holdings Company, 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 32,398 shares
    Change vs previous 13F +5,245 shares

    0.4% of the 13F portfolio, value $1,499,719.

    13F-HR 0002085853-26-000226 filed by Eaton Financial Holdings Company, 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 27,153 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,260,171.

    13F-HR 0002085853-25-000285 filed by Eaton Financial Holdings Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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