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Disclosery

IBEX WEALTH ADVISORS: JPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IBEX WEALTH ADVISORS on JPC, newest first. How the timeline and the estimate are built.

IBEX WEALTH ADVISORS held 288,992 JPC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,992 shares
    Change vs previous 13F -3,055 shares

    0.18% of the 13F portfolio, value $2,277,251.

    13F-HR 0001686242-26-000003 filed by IBEX WEALTH ADVISORS
    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 292,047 shares
    Change vs previous 13F -752 shares

    0.21% of the 13F portfolio, value $2,202,037.

    13F-HR 0001686242-26-000002 filed by IBEX WEALTH ADVISORS
    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 292,799 shares
    Change vs previous 13F -23,288 shares

    0.23% of the 13F portfolio, value $2,374,596.

    13F-HR 0001686242-26-000001 filed by IBEX WEALTH ADVISORS
    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 316,087 shares
    Change vs previous 13F +1,268 shares

    0.25% of the 13F portfolio, value $2,591,910.

    13F-HR 0001686242-25-000007 filed by IBEX WEALTH ADVISORS
    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 314,819 shares
    Change vs previous 13F +2,212 shares

    0.27% of the 13F portfolio, value $2,524,853.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    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 312,607 shares
    Change vs previous 13F -14,098 shares

    0.33% of the 13F portfolio, value $2,488,352.

    13F-HR 0001686242-25-000002 filed by IBEX WEALTH ADVISORS
    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 326,705 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,567,903.

    13F-HR 0001686242-25-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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