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Modera Wealth Management, LLC: JPUS position timeline

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

Modera Wealth Management, LLC held 238,963 JPUS 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 238,963 shares
    Change vs previous 13F -8,009 shares

    0.36% of the 13F portfolio, value $33,509,622.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, 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 246,972 shares
    Change vs previous 13F -17,590 shares

    0.39% of the 13F portfolio, value $32,158,176.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, 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 264,562 shares
    Change vs previous 13F -7,840 shares

    0.38% of the 13F portfolio, value $32,791,271.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, 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 272,402 shares
    Change vs previous 13F -4,506 shares

    0.39% of the 13F portfolio, value $33,753,337.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, 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 276,908 shares
    Change vs previous 13F -19,929 shares

    0.41% of the 13F portfolio, value $32,728,830.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, 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 296,837 shares
    Change vs previous 13F -10,831 shares

    0.46% of the 13F portfolio, value $34,195,666.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, 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 307,668 shares
    Change vs previous 13F -12,441 shares

    0.42% of the 13F portfolio, value $35,108,035.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, 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 320,109 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $38,309,322.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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