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Disclosery

Family Asset Management, LLC: JPIE position timeline

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

Family Asset Management, LLC held 54,086 JPIE shares at 2024-09-30 per its 13F-HR filed 2024-10-30.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 54,086 shares
    Change vs previous 13F +10,345 shares

    1.51% of the 13F portfolio, value $2,509,048.

    13F-HR 0001398344-24-019645 filed by Family Asset 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 ended2024-06-30
    13F 43,741 shares
    Change vs previous 13F -137,891 shares

    1.28% of the 13F portfolio, value $1,988,465.

    13F-HR 0001398344-24-013482 filed by Family Asset 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 ended2024-03-31
    13F 181,632 shares
    Change vs previous 13F +1,675 shares

    5.18% of the 13F portfolio, value $8,275,146.

    13F-HR 0001398344-24-009447 filed by Family Asset 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 ended2023-12-31
    13F 179,957 shares
    Change vs previous 13F -15,237 shares

    5.49% of the 13F portfolio, value $8,207,853.

    13F-HR 0001398344-24-002198 filed by Family Asset 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 ended2023-09-30
    13F 195,194 shares
    Change vs previous 13F -69,790 shares

    6.39% of the 13F portfolio, value $8,666,611.

    13F-HR 0001398344-23-020065 filed by Family Asset 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 ended2023-06-30
    13F 264,984 shares
    Change vs previous 13F +264,971 shares

    8.09% of the 13F portfolio, value $11,977,275.

    13F-HR 0001398344-23-013641 filed by Family Asset 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 ended2023-03-31
    13F 13 shares
    Change vs previous 13F -73 shares

    <0.01% of the 13F portfolio, value $595.

    13F-HR 0001398344-23-008667 filed by Family Asset 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 ended2022-12-31
    13F 86 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,880.

    13F-HR 0001398344-23-000709 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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