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Disclosery

KWB Wealth: JPME position timeline

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

KWB Wealth held 20,296 JPME shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,296 shares
    Change vs previous 13F +792 shares

    0.22% of the 13F portfolio, value $2,521,037.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 19,504 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $2,119,305.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 19,504 shares
    Change vs previous 13F +1,499 shares

    0.2% of the 13F portfolio, value $2,119,305.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 18,005 shares
    Change vs previous 13F +7 shares

    0.21% of the 13F portfolio, value $1,867,160.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 17,998 shares
    Change vs previous 13F +597 shares

    0.22% of the 13F portfolio, value $1,810,097.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 17,401 shares
    Change vs previous 13F +907 shares

    0.22% of the 13F portfolio, value $1,783,105.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 16,494 shares
    Change vs previous 13F +961 shares

    0.21% of the 13F portfolio, value $1,732,530.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 15,533 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,478,717.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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