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FMA Wealth Management, LLC: JCPB position timeline

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

FMA Wealth Management, LLC held 308,677 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 308,677 shares
    Change vs previous 13F -3,048 shares

    9.28% of the 13F portfolio, value $14,489,303.

    13F-HR 0001951757-26-000956 filed by FMA Wealth 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 311,725 shares
    Change vs previous 13F +2,810 shares

    9.76% of the 13F portfolio, value $14,676,036.

    13F-HR 0001951757-26-000590 filed by FMA Wealth 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 308,915 shares
    Change vs previous 13F +393 shares

    9.48% of the 13F portfolio, value $14,627,122.

    13F-HR 0001951757-26-000056 filed by FMA Wealth 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 308,522 shares
    Change vs previous 13F +9,317 shares

    10.07% of the 13F portfolio, value $14,670,229.

    13F-HR 0001951757-25-001444 filed by FMA Wealth 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 299,205 shares
    Change vs previous 13F +11,240 shares

    10.42% of the 13F portfolio, value $14,080,581.

    13F-HR 0001951757-25-000833 filed by FMA Wealth 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 287,965 shares
    Change vs previous 13F +1,816 shares

    10.45% of the 13F portfolio, value $13,600,582.

    13F-HR 0001951757-25-000418 filed by FMA Wealth 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 286,149 shares
    Change vs previous 13F +3,158 shares

    9.81% of the 13F portfolio, value $13,182,893.

    13F-HR 0001951757-25-000165 filed by FMA Wealth 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 282,991 shares
    Change vs previous 13F not available

    9.9% of the 13F portfolio, value $13,651,476.

    13F-HR 0001951757-24-001032 filed by FMA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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