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Disclosery

MATHER GROUP, LLC.: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATHER GROUP, LLC. on JCPB, newest first. How the timeline and the estimate are built.

MATHER GROUP, LLC. held 146,474 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,474 shares
    Change vs previous 13F +2,373 shares

    0.06% of the 13F portfolio, value $6,875,508.

    13F-HR 0001527641-26-000004 filed by MATHER GROUP, 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 144,101 shares
    Change vs previous 13F +1,689 shares

    0.07% of the 13F portfolio, value $6,784,294.

    13F-HR 0001527641-26-000003 filed by MATHER GROUP, 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 142,412 shares
    Change vs previous 13F -1,553 shares

    0.07% of the 13F portfolio, value $6,743,227.

    13F-HR 0001527641-26-000001 filed by MATHER GROUP, 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 143,965 shares
    Change vs previous 13F +4,770 shares

    0.07% of the 13F portfolio, value $6,845,555.

    13F-HR 0001527641-25-000008 filed by MATHER GROUP, 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 139,195 shares
    Change vs previous 13F +939 shares

    0.07% of the 13F portfolio, value $6,550,535.

    13F-HR 0001527641-25-000006 filed by MATHER GROUP, 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 138,256 shares
    Change vs previous 13F +5,135 shares

    0.08% of the 13F portfolio, value $6,503,543.

    13F-HR 0001527641-25-000005 filed by MATHER GROUP, 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 133,121 shares
    Change vs previous 13F +748 shares

    0.08% of the 13F portfolio, value $6,132,866.

    13F-HR 0001527641-25-000002 filed by MATHER GROUP, 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 132,373 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,385,654.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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