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Independence Asset Advisors, LLC: JPIE position timeline

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

Independence Asset Advisors, LLC held 205,692 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,692 shares
    Change vs previous 13F +199,532 shares

    2.47% of the 13F portfolio, value $9,472,117.

    13F-HR 0001376474-26-000490 filed by Independence Asset Advisors, 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 6,160 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $283,791.

    13F-HR 0001376474-26-000307 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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