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Disclosery

Invst, LLC: JCPB position timeline

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

Invst, LLC held 402,050 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,050 shares
    Change vs previous 13F +32,744 shares

    1.84% of the 13F portfolio, value $18,872,239.

    13F-HR 0001867587-26-000005 filed by Invst, 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 369,306 shares
    Change vs previous 13F +17,737 shares

    1.97% of the 13F portfolio, value $17,386,928.

    13F-HR 0001867587-26-000004 filed by Invst, LLC
    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 351,569 shares
    Change vs previous 13F +26,283 shares

    1.81% of the 13F portfolio, value $16,646,787.

    13F-HR 0001867587-26-000002 filed by Invst, LLC
    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 325,286 shares
    Change vs previous 13F +20,589 shares

    1.76% of the 13F portfolio, value $15,467,360.

    13F-HR 0001867587-26-000001 filed by Invst, LLC
    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 304,697 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $14,339,020.

    13F-HR 0001867587-25-000005 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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