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Kingsview Wealth Management, LLC: JPSE position timeline

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

Kingsview Wealth Management, LLC held 73,986 JPSE shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,986 shares
    Change vs previous 13F +1,149 shares

    0.05% of the 13F portfolio, value $4,451,353.

    13F-HR 0001791965-26-000005 filed by Kingsview 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 72,837 shares
    Change vs previous 13F +3,234 shares

    0.05% of the 13F portfolio, value $3,818,839.

    13F-HR 0001791965-26-000003 filed by Kingsview 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 69,603 shares
    Change vs previous 13F -13,752 shares

    0.05% of the 13F portfolio, value $3,485,295.

    13F-HR 0001791965-26-000001 filed by Kingsview 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 83,355 shares
    Change vs previous 13F -21,546 shares

    0.06% of the 13F portfolio, value $4,151,902.

    13F-HR 0001791965-25-000007 filed by Kingsview 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 104,901 shares
    Change vs previous 13F +19,002 shares

    0.08% of the 13F portfolio, value $4,771,725.

    13F-HR 0001791965-25-000005 filed by Kingsview 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 85,899 shares
    Change vs previous 13F +32,383 shares

    0.07% of the 13F portfolio, value $3,744,320.

    13F-HR 0001791965-25-000004 filed by Kingsview 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 53,516 shares
    Change vs previous 13F +543 shares

    0.05% of the 13F portfolio, value $2,505,017.

    13F-HR 0001791965-25-000001 filed by Kingsview 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 52,973 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,544,304.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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