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JOURNEY STRATEGIC WEALTH LLC: JPME position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY STRATEGIC WEALTH LLC on JPME, newest first. How the timeline and the estimate are built.

JOURNEY STRATEGIC WEALTH LLC held 11,353 JPME shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,353 shares
    Change vs previous 13F +113 shares

    0.03% of the 13F portfolio, value $1,300,202.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 11,240 shares
    Change vs previous 13F +1,835 shares

    0.03% of the 13F portfolio, value $1,221,284.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 9,405 shares
    Change vs previous 13F -1,324 shares

    0.03% of the 13F portfolio, value $1,019,870.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 10,729 shares
    Change vs previous 13F +328 shares

    0.04% of the 13F portfolio, value $1,112,622.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,401 shares
    Change vs previous 13F +264 shares

    0.04% of the 13F portfolio, value $1,046,038.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 10,137 shares
    Change vs previous 13F +1,325 shares

    0.04% of the 13F portfolio, value $1,038,732.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,812 shares
    Change vs previous 13F +1,107 shares

    0.03% of the 13F portfolio, value $925,580.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 7,705 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $733,468.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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