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Disclosery

Massachusetts Wealth Management: JPST position timeline

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

Massachusetts Wealth Management held 277,545 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,545 shares
    Change vs previous 13F +25,260 shares

    5.35% of the 13F portfolio, value $14,035,451.

    13F-HR 0001966011-26-000004 filed by Massachusetts Wealth 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 252,285 shares
    Change vs previous 13F +36,130 shares

    5.53% of the 13F portfolio, value $12,768,144.

    13F-HR 0001966011-26-000002 filed by Massachusetts Wealth 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 216,155 shares
    Change vs previous 13F +145,855 shares

    5.09% of the 13F portfolio, value $10,935,281.

    13F-HR 0001966011-26-000001 filed by Massachusetts Wealth 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 70,300 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,566,319.

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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