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Jessup Wealth Management, Inc: JNK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jessup Wealth Management, Inc on JNK, newest first. How the timeline and the estimate are built.

Jessup Wealth Management, Inc held 137,830 JNK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,830 shares
    Change vs previous 13F +3,047 shares

    3.96% of the 13F portfolio, value $13,282,715.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, 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 134,783 shares
    Change vs previous 13F +1,850 shares

    4.71% of the 13F portfolio, value $12,901,438.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, 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 132,933 shares
    Change vs previous 13F +7,229 shares

    4.27% of the 13F portfolio, value $12,922,371.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, 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 125,704 shares
    Change vs previous 13F +14,724 shares

    4.59% of the 13F portfolio, value $12,317,740.

    13F-HR 0001963536-25-000002 filed by Jessup Wealth Management, 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 110,980 shares
    Change vs previous 13F -4,073 shares

    4.33% of the 13F portfolio, value $10,794,993.

    13F-HR 0001085146-25-004502 filed by Jessup Wealth Management, 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 115,053 shares
    Change vs previous 13F +2,199 shares

    4.61% of the 13F portfolio, value $10,964,569.

    13F-HR 0001085146-25-002478 filed by Jessup Wealth Management, 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 112,854 shares
    Change vs previous 13F +4,274 shares

    4.59% of the 13F portfolio, value $10,774,187.

    13F-HR 0001085146-25-000673 filed by Jessup Wealth Management, 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 108,580 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $10,618,055.

    13F-HR 0001085146-24-004740 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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