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Disclosery

McCarthy & Cox: JPIB position timeline

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

McCarthy & Cox held 8,111 JPIB shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 8,111 shares
    Change vs previous 13F -351,356 shares

    4.79% of the 13F portfolio, value $394,998.

    13F-HR 0002020726-26-000001 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 359,467 shares
    Change vs previous 13F +3,615 shares

    4.02% of the 13F portfolio, value $17,624,654.

    13F-HR 0001085146-25-005934 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 355,852 shares
    Change vs previous 13F -10,088 shares

    4.53% of the 13F portfolio, value $17,301,522.

    13F-HR 0001085146-25-003867 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 365,940 shares
    Change vs previous 13F +5,845 shares

    7.63% of the 13F portfolio, value $17,524,870.

    13F-HR 0001085146-25-002083 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 360,095 shares
    Change vs previous 13F +31,940 shares

    5.91% of the 13F portfolio, value $17,018,098.

    13F-HR 0001085146-25-000278 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 328,155 shares
    Change vs previous 13F not available

    6.12% of the 13F portfolio, value $15,966,390.

    13F-HR 0001085146-24-004832 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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