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

N.E.W. Advisory Services LLC held 1,272,405 JPST 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 1,272,405 shares
    Change vs previous 13F +112,592 shares

    4.3% of the 13F portfolio, value $64,345,531.

    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 1,159,813 shares
    Change vs previous 13F +2,092 shares

    4.39% of the 13F portfolio, value $58,698,129.

    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 1,157,721 shares
    Change vs previous 13F +54,022 shares

    4.33% of the 13F portfolio, value $58,569,102.

    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 1,103,699 shares
    Change vs previous 13F +74,647 shares

    5% of the 13F portfolio, value $55,990,625.

    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 1,029,052 shares
    Change vs previous 13F -53,562 shares

    5.06% of the 13F portfolio, value $52,152,343.

    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 1,082,614 shares
    Change vs previous 13F +117,651 shares

    4.2% of the 13F portfolio, value $54,812,751.

    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 964,963 shares
    Change vs previous 13F +77,358 shares

    4.62% of the 13F portfolio, value $48,605,164.

    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 887,605 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $45,037,105.

    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).