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INTEGRITY WEALTH ADVISORS, INC.: JPEF position timeline

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

INTEGRITY WEALTH ADVISORS, INC. held 5,555 JPEF shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,555 shares
    Change vs previous 13F -2,886 shares

    0.24% of the 13F portfolio, value $398,924.

    13F-HR 0001172661-26-001860 filed by INTEGRITY WEALTH 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 ended2025-12-31
    13F 8,441 shares
    Change vs previous 13F -9,961 shares

    0.44% of the 13F portfolio, value $630,481.

    13F-HR 0001172661-26-001042 filed by INTEGRITY WEALTH 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 ended2025-09-30
    13F 18,402 shares
    Change vs previous 13F +72 shares

    0.49% of the 13F portfolio, value $1,363,400.

    13F-HR 0001172661-25-005084 filed by INTEGRITY WEALTH 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 ended2025-06-30
    13F 18,330 shares
    Change vs previous 13F +7,738 shares

    0.9% of the 13F portfolio, value $1,285,665.

    13F-HR 0001172661-25-003417 filed by INTEGRITY WEALTH 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 ended2025-03-31
    13F 10,592 shares
    Change vs previous 13F +2,364 shares

    0.49% of the 13F portfolio, value $674,287.

    13F-HR 0001172661-25-002434 filed by INTEGRITY WEALTH 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 ended2024-12-31
    13F 8,228 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $552,181.

    13F-HR 0001172661-25-000824 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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