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IFP Advisors, Inc: JPIE position timeline

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

IFP Advisors, Inc held 13,171 JPIE 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 13,171 shares
    Change vs previous 13F -1,261 shares

    0.01% of the 13F portfolio, value $606,525.

    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 14,432 shares
    Change vs previous 13F -173 shares

    0.01% of the 13F portfolio, value $664,882.

    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 14,605 shares
    Change vs previous 13F -2,185 shares

    0.02% of the 13F portfolio, value $676,065.

    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 16,790 shares
    Change vs previous 13F +4,598 shares

    0.02% of the 13F portfolio, value $779,224.

    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 12,192 shares
    Change vs previous 13F +7,758 shares

    0.02% of the 13F portfolio, value $564,729.

    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 4,434 shares
    Change vs previous 13F -1,321 shares

    0.01% of the 13F portfolio, value $204,283.

    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 5,755 shares
    Change vs previous 13F +519 shares

    0.01% of the 13F portfolio, value $262,563.

    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 5,236 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $242,900.

    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).