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NewEdge Wealth, LLC: JPST position timeline

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

NewEdge Wealth, LLC held 265,262 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,262 shares
    Change vs previous 13F -4,896 shares

    0.14% of the 13F portfolio, value $13,414,307.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 270,158 shares
    Change vs previous 13F +21,879 shares

    0.16% of the 13F portfolio, value $13,672,710.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 248,279 shares
    Change vs previous 13F +1,012 shares

    0.14% of the 13F portfolio, value $12,560,446.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 247,267 shares
    Change vs previous 13F -4,340 shares

    0.18% of the 13F portfolio, value $12,509,225.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 251,607 shares
    Change vs previous 13F +39,696 shares

    0.2% of the 13F portfolio, value $12,723,745.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 211,911 shares
    Change vs previous 13F +82,020 shares

    0.19% of the 13F portfolio, value $10,729,035.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 129,891 shares
    Change vs previous 13F +5,154 shares

    0.11% of the 13F portfolio, value $6,542,591.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 124,737 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,329,175.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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