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Disclosery

N.E.W. Advisory Services LLC: JPME 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 JPME, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 4,347 JPME 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 4,347 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $539,900.

    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 4,340 shares
    Change vs previous 13F -3,371 shares

    0.04% of the 13F portfolio, value $497,043.

    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 7,711 shares
    Change vs previous 13F +6,878 shares

    0.06% of the 13F portfolio, value $837,830.

    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 833 shares
    Change vs previous 13F -6,160 shares

    0.01% of the 13F portfolio, value $90,371.

    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 6,993 shares
    Change vs previous 13F -78,683 shares

    0.07% of the 13F portfolio, value $725,195.

    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 85,676 shares
    Change vs previous 13F +44,149 shares

    0.66% of the 13F portfolio, value $8,616,592.

    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 41,527 shares
    Change vs previous 13F -9,284 shares

    0.4% of the 13F portfolio, value $4,255,426.

    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 50,811 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,337,170.

    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).