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Disclosery

MATHER GROUP, LLC.: JPIE position timeline

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

MATHER GROUP, LLC. held 185,130 JPIE 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 185,130 shares
    Change vs previous 13F +1,346 shares

    0.07% of the 13F portfolio, value $8,525,237.

    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 183,784 shares
    Change vs previous 13F +3,832 shares

    0.08% of the 13F portfolio, value $8,466,929.

    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 179,952 shares
    Change vs previous 13F -2,237 shares

    0.09% of the 13F portfolio, value $8,329,978.

    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 182,189 shares
    Change vs previous 13F +5,879 shares

    0.09% of the 13F portfolio, value $8,455,391.

    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 176,310 shares
    Change vs previous 13F -468 shares

    0.09% of the 13F portfolio, value $8,166,679.

    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 176,778 shares
    Change vs previous 13F +5,138 shares

    0.09% of the 13F portfolio, value $8,144,162.

    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 171,640 shares
    Change vs previous 13F +509 shares

    0.1% of the 13F portfolio, value $7,830,217.

    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 171,131 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,938,767.

    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).