Jacobi Capital Management LLC: JPEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on JPEM, newest first. How the timeline and the estimate are built.
Jacobi Capital Management LLC held 59,240 JPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 59,240 sharesChange vs previous 13F +4,847 shares
0.18% of the 13F portfolio, value $3,719,091.
13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 54,393 sharesChange vs previous 13F +6,136 shares
0.19% of the 13F portfolio, value $3,379,257.
13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,257 sharesChange vs previous 13F +1,812 shares
0.17% of the 13F portfolio, value $2,930,642.
13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 46,445 sharesChange vs previous 13F +1,994 shares
0.17% of the 13F portfolio, value $2,740,077.
13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 44,451 sharesChange vs previous 13F +7,377 shares
0.17% of the 13F portfolio, value $2,507,615.
13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,074 sharesChange vs previous 13F +4,601 shares
0.14% of the 13F portfolio, value $1,954,563.
13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,473 sharesChange vs previous 13F +4,250 shares
0.13% of the 13F portfolio, value $1,684,786.
13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,223 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $1,598,249.
13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).