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Disclosery

MAI Capital Management: JPIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on JPIB, newest first. How the timeline and the estimate are built.

MAI Capital Management held 220,129 JPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,129 shares
    Change vs previous 13F +10,721 shares

    0.04% of the 13F portfolio, value $10,643,247.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 209,408 shares
    Change vs previous 13F +6,416 shares

    0.06% of the 13F portfolio, value $10,013,907.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 202,992 shares
    Change vs previous 13F +8,047 shares

    0.06% of the 13F portfolio, value $9,885,725.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 194,945 shares
    Change vs previous 13F +5,799 shares

    0.06% of the 13F portfolio, value $9,558,136.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 189,146 shares
    Change vs previous 13F +14,022 shares

    0.06% of the 13F portfolio, value $9,196,258.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 175,124 shares
    Change vs previous 13F +5,049 shares

    0.06% of the 13F portfolio, value $8,386,711.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 170,075 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,037,765.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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