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Disclosery

N.E.W. Advisory Services LLC: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of N.E.W. Advisory Services LLC on JCPB, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 149,815 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,815 shares
    Change vs previous 13F -37,767 shares

    0.47% of the 13F portfolio, value $7,032,300.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 187,582 shares
    Change vs previous 13F -72,289 shares

    0.66% of the 13F portfolio, value $8,831,340.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 259,871 shares
    Change vs previous 13F +215,645 shares

    0.91% of the 13F portfolio, value $12,304,870.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services 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 44,226 shares
    Change vs previous 13F +10,500 shares

    0.19% of the 13F portfolio, value $2,102,956.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services 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 33,726 shares
    Change vs previous 13F -309,167 shares

    0.15% of the 13F portfolio, value $1,587,168.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services 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 342,893 shares
    Change vs previous 13F +188,175 shares

    1.23% of the 13F portfolio, value $16,129,691.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services 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 154,718 shares
    Change vs previous 13F +19,297 shares

    0.68% of the 13F portfolio, value $7,127,875.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services 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 135,421 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,532,691.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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