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Disclosery

Financial Advocates Investment Management: JPSE position timeline

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

Financial Advocates Investment Management held 4,314 JPSE shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,314 shares
    Change vs previous 13F -90,710 shares

    0.12% of the 13F portfolio, value $214,861.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 95,024 shares
    Change vs previous 13F -45,596 shares

    0.35% of the 13F portfolio, value $4,322,462.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 140,620 shares
    Change vs previous 13F +366 shares

    0.43% of the 13F portfolio, value $6,129,618.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 140,254 shares
    Change vs previous 13F -14,655 shares

    0.37% of the 13F portfolio, value $6,565,123.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 154,909 shares
    Change vs previous 13F +1,737 shares

    0.42% of the 13F portfolio, value $7,440,235.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 153,172 shares
    Change vs previous 13F +34,700 shares

    0.42% of the 13F portfolio, value $6,678,276.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 118,472 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,354,940.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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