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Modern Wealth Management, LLC: JCPB position timeline

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

Modern Wealth Management, LLC held 4,300,875 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,300,875 shares
    Change vs previous 13F +2,114,609 shares

    2.41% of the 13F portfolio, value $201,883,050.

    13F-HR 0002001900-26-000007 filed by Modern 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 2,186,266 shares
    Change vs previous 13F +355,942 shares

    1.76% of the 13F portfolio, value $102,492,138.

    13F-HR 0002001900-26-000006 filed by Modern 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 1,830,324 shares
    Change vs previous 13F +473,617 shares

    1.58% of the 13F portfolio, value $86,665,836.

    13F-HR 0002001900-26-000001 filed by Modern 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 1,356,707 shares
    Change vs previous 13F +544,277 shares

    1.28% of the 13F portfolio, value $64,511,436.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 812,430 shares
    Change vs previous 13F +619,947 shares

    0.95% of the 13F portfolio, value $38,232,942.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 192,483 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,054,379.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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