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Kovack Advisors, Inc.: JPIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on JPIE, newest first. How the timeline and the estimate are built.

Kovack Advisors, Inc. held 50,012 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,012 shares
    Change vs previous 13F +36,335 shares

    0.11% of the 13F portfolio, value $2,296,431.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, 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 13,677 shares
    Change vs previous 13F -37,801 shares

    0.03% of the 13F portfolio, value $628,650.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, 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/A 51,478 shares
    Change vs previous 13F +8,400 shares

    0.11% of the 13F portfolio, value $2,382,896.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, 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 43,078 shares
    Change vs previous 13F +8,874 shares

    0.19% of the 13F portfolio, value $1,999,257.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, 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 34,204 shares
    Change vs previous 13F -2,876 shares

    0.16% of the 13F portfolio, value $1,584,322.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, 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 37,080 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,708,297.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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