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Per Stirling Capital Management, LLC.: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Per Stirling Capital Management, LLC. on JCPB, newest first. How the timeline and the estimate are built.

Per Stirling Capital Management, LLC. held 266,337 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,337 shares
    Change vs previous 13F +21,075 shares

    1.19% of the 13F portfolio, value $12,501,882.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 245,262 shares
    Change vs previous 13F -3,836 shares

    1.28% of the 13F portfolio, value $11,546,943.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 249,098 shares
    Change vs previous 13F +210,869 shares

    1.32% of the 13F portfolio, value $11,794,803.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 38,229 shares
    Change vs previous 13F -105,049 shares

    0.22% of the 13F portfolio, value $1,817,787.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 143,278 shares
    Change vs previous 13F -2,464 shares

    0.88% of the 13F portfolio, value $6,742,670.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 145,742 shares
    Change vs previous 13F -2,811 shares

    0.99% of the 13F portfolio, value $6,855,724.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 148,553 shares
    Change vs previous 13F -31,232 shares

    0.97% of the 13F portfolio, value $6,843,823.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 179,785 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $8,672,813.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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