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Disclosery

JGP Wealth Management, LLC: ICE position timeline

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

JGP Wealth Management, LLC held 54,975 ICE shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,975 shares
    Change vs previous 13F +1,068 shares

    0.61% of the 13F portfolio, value $6,767,945.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, 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 53,907 shares
    Change vs previous 13F -9,385 shares

    0.88% of the 13F portfolio, value $8,478,446.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, 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 63,292 shares
    Change vs previous 13F +191 shares

    1.07% of the 13F portfolio, value $10,250,774.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, 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 63,101 shares
    Change vs previous 13F +230 shares

    1.13% of the 13F portfolio, value $10,157,980.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, 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 62,871 shares
    Change vs previous 13F -195 shares

    1.4% of the 13F portfolio, value $11,534,910.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
    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 63,066 shares
    Change vs previous 13F -15,504 shares

    1.43% of the 13F portfolio, value $10,878,886.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
    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 78,570 shares
    Change vs previous 13F +827 shares

    1.51% of the 13F portfolio, value $11,707,647.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
    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 77,743 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $12,488,696.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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