Jacobi Capital Management LLC: JPIB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on JPIB, newest first. How the timeline and the estimate are built.
Jacobi Capital Management LLC held 71,463 JPIB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 71,463 sharesChange vs previous 13F +8,491 shares
0.17% of the 13F portfolio, value $3,455,265.
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 62,972 sharesChange vs previous 13F +8,247 shares
0.17% of the 13F portfolio, value $3,011,341.
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 54,725 sharesChange vs previous 13F +3,447 shares
0.15% of the 13F portfolio, value $2,665,111.
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 51,278 sharesChange vs previous 13F +10,918 shares
0.15% of the 13F portfolio, value $2,514,170.
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 40,360 sharesChange vs previous 13F +4,887 shares
0.13% of the 13F portfolio, value $1,962,276.
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 35,473 sharesChange vs previous 13F +2,696 shares
0.13% of the 13F portfolio, value $1,698,805.
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 32,777 sharesChange vs previous 13F +4,890 shares
0.12% of the 13F portfolio, value $1,549,039.
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 27,887 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,356,870.
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).