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Disclosery

McCarthy Asset Management, Inc.: JPIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McCarthy Asset Management, Inc. on JPIE, newest first. How the timeline and the estimate are built.

McCarthy Asset Management, Inc. held 171,797 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,797 shares
    Change vs previous 13F -6,478 shares

    3.75% of the 13F portfolio, value $7,911,231.

    13F-HR 0001951757-26-001203 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 178,275 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $8,252,339.

    13F-HR 0001843169-26-000001 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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