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Disclosery

Forum Private Client Group LLC: JCPB position timeline

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

Forum Private Client Group LLC held 714,849 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 714,849 shares
    Change vs previous 13F +36,335 shares

    9.99% of the 13F portfolio, value $33,555,016.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 678,514 shares
    Change vs previous 13F +37,117 shares

    10.65% of the 13F portfolio, value $31,971,640.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 641,397 shares
    Change vs previous 13F +31,287 shares

    10.35% of the 13F portfolio, value $30,370,165.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 610,110 shares
    Change vs previous 13F +14,452 shares

    10.34% of the 13F portfolio, value $29,010,750.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 595,658 shares
    Change vs previous 13F +28,302 shares

    10.8% of the 13F portfolio, value $28,031,667.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 567,356 shares
    Change vs previous 13F +28,182 shares

    11.58% of the 13F portfolio, value $26,688,421.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 539,174 shares
    Change vs previous 13F +36,363 shares

    11.06% of the 13F portfolio, value $24,839,756.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 502,811 shares
    Change vs previous 13F not available

    10.77% of the 13F portfolio, value $24,255,603.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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