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Perigon Wealth Management, LLC: JCPB position timeline

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

Perigon Wealth Management, LLC held 203,913 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,913 shares
    Change vs previous 13F -10,384 shares

    0.15% of the 13F portfolio, value $9,571,698.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth 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 214,297 shares
    Change vs previous 13F +9,890 shares

    0.18% of the 13F portfolio, value $10,089,105.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth 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 204,407 shares
    Change vs previous 13F +8,771 shares

    0.17% of the 13F portfolio, value $9,678,692.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth 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 195,636 shares
    Change vs previous 13F +16,817 shares

    0.19% of the 13F portfolio, value $9,302,505.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth 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 178,819 shares
    Change vs previous 13F -1,262 shares

    0.2% of the 13F portfolio, value $8,415,241.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth 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 180,081 shares
    Change vs previous 13F -89,937 shares

    0.22% of the 13F portfolio, value $8,471,030.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth 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 270,018 shares
    Change vs previous 13F +86,883 shares

    0.31% of the 13F portfolio, value $12,450,530.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth 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 183,135 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,834,432.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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