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MONECO ADVISORS, LLC: JPEF position timeline

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

MONECO ADVISORS, LLC held 190,357 JPEF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,357 shares
    Change vs previous 13F -28,867 shares

    0.93% of the 13F portfolio, value $15,291,421.

    13F-HR 0001765690-26-000011 filed by MONECO ADVISORS, 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 219,224 shares
    Change vs previous 13F -12,795 shares

    1.22% of the 13F portfolio, value $15,742,380.

    13F-HR 0001765690-26-000007 filed by MONECO ADVISORS, 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 232,019 shares
    Change vs previous 13F +8,240 shares

    1.38% of the 13F portfolio, value $17,328,773.

    13F-HR 0001765690-26-000005 filed by MONECO ADVISORS, 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 223,779 shares
    Change vs previous 13F -3,839 shares

    1.38% of the 13F portfolio, value $16,579,792.

    13F-HR 0001765690-25-000013 filed by MONECO ADVISORS, 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 227,618 shares
    Change vs previous 13F +20,134 shares

    1.49% of the 13F portfolio, value $15,965,134.

    13F-HR 0001765690-25-000002 filed by MONECO ADVISORS, 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 207,484 shares
    Change vs previous 13F +61,926 shares

    1.37% of the 13F portfolio, value $13,208,458.

    13F-HR/A 0001765690-25-000006 filed by MONECO ADVISORS, 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/A 145,558 shares
    Change vs previous 13F +50,584 shares

    1.03% of the 13F portfolio, value $9,768,401.

    13F-HR/A 0001765690-25-000005 filed by MONECO ADVISORS, 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 94,974 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $6,223,646.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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