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Moss Adams Wealth Advisors LLC: JCPB position timeline

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

Moss Adams Wealth Advisors LLC held 2,903,040 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,903,040 shares
    Change vs previous 13F +277,639 shares

    8.51% of the 13F portfolio, value $136,268,720.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth 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 2,625,401 shares
    Change vs previous 13F +59,344 shares

    9.04% of the 13F portfolio, value $123,603,881.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth 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 2,566,057 shares
    Change vs previous 13F +168,832 shares

    8.83% of the 13F portfolio, value $121,848,305.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth 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 2,397,225 shares
    Change vs previous 13F +364,556 shares

    8.89% of the 13F portfolio, value $113,988,054.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth 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 2,032,669 shares
    Change vs previous 13F +16,072 shares

    8.69% of the 13F portfolio, value $95,657,402.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth 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 2,016,597 shares
    Change vs previous 13F +146,798 shares

    9.99% of the 13F portfolio, value $94,860,713.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth 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 1,869,799 shares
    Change vs previous 13F +253,902 shares

    9.13% of the 13F portfolio, value $86,376,787.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth 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 1,615,897 shares
    Change vs previous 13F not available

    8.53% of the 13F portfolio, value $77,950,881.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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