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IMA Advisory Services, Inc.: JCPB position timeline

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

IMA Advisory Services, Inc. held 670,530 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 670,530 shares
    Change vs previous 13F +91,401 shares

    1.97% of the 13F portfolio, value $31,474,688.

    13F-HR 0001455495-26-000008 filed by IMA Advisory Services, 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 579,129 shares
    Change vs previous 13F +11,487 shares

    2.66% of the 13F portfolio, value $27,265,425.

    13F-HR 0001455495-26-000006 filed by IMA Advisory Services, 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 567,642 shares
    Change vs previous 13F +72,403 shares

    2.59% of the 13F portfolio, value $26,985,108.

    13F-HR 0001455495-26-000004 filed by IMA Advisory Services, 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 495,239 shares
    Change vs previous 13F -2,701 shares

    2.37% of the 13F portfolio, value $23,548,614.

    13F-HR 0001455495-25-000010 filed by IMA Advisory Services, 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 497,940 shares
    Change vs previous 13F +21,444 shares

    2.51% of the 13F portfolio, value $23,433,056.

    13F-HR 0001455495-25-000008 filed by IMA Advisory Services, 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 476,496 shares
    Change vs previous 13F +215,251 shares

    2.66% of the 13F portfolio, value $22,414,371.

    13F-HR 0001455495-25-000004 filed by IMA Advisory Services, 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 261,245 shares
    Change vs previous 13F +26,120 shares

    1.46% of the 13F portfolio, value $12,086,832.

    13F-HR 0001085146-25-001502 filed by IMA Advisory Services, 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 235,125 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $11,342,430.

    13F-HR 0001455495-24-000007 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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