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J.W. COLE ADVISORS, INC.: JPST position timeline

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

J.W. COLE ADVISORS, INC. held 248,788 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,788 shares
    Change vs previous 13F +12,592 shares

    0.22% of the 13F portfolio, value $12,581,222.

    13F-HR 0001404763-26-000005 filed by J.W. COLE 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 236,196 shares
    Change vs previous 13F -16,270 shares

    0.4% of the 13F portfolio, value $11,953,854.

    13F-HR 0001404763-26-000003 filed by J.W. COLE 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 252,466 shares
    Change vs previous 13F +12,600 shares

    0.3% of the 13F portfolio, value $12,238,849.

    13F-HR 0001404763-26-000001 filed by J.W. COLE 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 239,866 shares
    Change vs previous 13F +958 shares

    0.23% of the 13F portfolio, value $12,168,413.

    13F-HR 0001404763-25-000002 filed by J.W. COLE 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 238,908 shares
    Change vs previous 13F +3,309 shares

    0.26% of the 13F portfolio, value $12,107,840.

    13F-HR 0001085146-25-004914 filed by J.W. COLE 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 235,599 shares
    Change vs previous 13F +28,397 shares

    0.37% of the 13F portfolio, value $11,928,360.

    13F-HR 0001376474-25-000429 filed by J.W. COLE 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 207,202 shares
    Change vs previous 13F +8,758 shares

    0.42% of the 13F portfolio, value $10,436,784.

    13F-HR 0001172661-25-000434 filed by J.W. COLE 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 198,444 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $10,069,026.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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