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FMA Wealth Management, LLC: JPIE position timeline

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

FMA Wealth Management, LLC held 272,348 JPIE 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 272,348 shares
    Change vs previous 13F -2,993 shares

    8.03% of the 13F portfolio, value $12,541,611.

    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 275,341 shares
    Change vs previous 13F +2,756 shares

    8.44% of the 13F portfolio, value $12,684,950.

    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 272,585 shares
    Change vs previous 13F +1,283 shares

    8.18% of the 13F portfolio, value $12,617,959.

    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 271,302 shares
    Change vs previous 13F +9,044 shares

    8.64% of the 13F portfolio, value $12,591,141.

    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 262,258 shares
    Change vs previous 13F +15,006 shares

    8.99% of the 13F portfolio, value $12,147,807.

    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 247,252 shares
    Change vs previous 13F +1,959 shares

    8.77% of the 13F portfolio, value $11,418,107.

    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 245,293 shares
    Change vs previous 13F +3,071 shares

    8.33% of the 13F portfolio, value $11,190,270.

    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 242,222 shares
    Change vs previous 13F not available

    8.15% of the 13F portfolio, value $11,236,679.

    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).