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Farther Finance Advisors, LLC: JPIE position timeline

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

Farther Finance Advisors, LLC held 364,915 JPIE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 364,915 shares
    Change vs previous 13F +35,752 shares

    0.12% of the 13F portfolio, value $16,381,029.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 329,163 shares
    Change vs previous 13F +65,197 shares

    0.12% of the 13F portfolio, value $15,158,130.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 263,966 shares
    Change vs previous 13F -95,103 shares

    0.11% of the 13F portfolio, value $12,116,032.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 359,069 shares
    Change vs previous 13F +338,620 shares

    0.18% of the 13F portfolio, value $16,621,296.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,449 shares
    Change vs previous 13F +9,514 shares

    0.01% of the 13F portfolio, value $949,021.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,935 shares
    Change vs previous 13F -2,334 shares

    0.01% of the 13F portfolio, value $506,521.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,269 shares
    Change vs previous 13F -1,886 shares

    0.02% of the 13F portfolio, value $609,056.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,155 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $691,379.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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