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IFP Advisors, Inc: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on JCPB, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 56,687 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,687 shares
    Change vs previous 13F +4,725 shares

    0.05% of the 13F portfolio, value $2,660,888.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 51,962 shares
    Change vs previous 13F +7,323 shares

    0.05% of the 13F portfolio, value $2,446,371.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 44,639 shares
    Change vs previous 13F +3,981 shares

    0.05% of the 13F portfolio, value $2,113,657.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 40,658 shares
    Change vs previous 13F +5,695 shares

    0.05% of the 13F portfolio, value $1,933,288.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 34,963 shares
    Change vs previous 13F +14,803 shares

    0.05% of the 13F portfolio, value $1,645,409.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 20,160 shares
    Change vs previous 13F +9,522 shares

    0.03% of the 13F portfolio, value $948,326.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 10,638 shares
    Change vs previous 13F -479 shares

    0.02% of the 13F portfolio, value $490,081.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 11,117 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $536,241.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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