RESOURCES MANAGEMENT CORP /CT/ /ADV: JPEF position timeline

RESOURCES MANAGEMENT CORP /CT/ /ADV held 4,357 JPEF 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 4,357 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $349,999.

   13F-HR 0000749044-26-000003 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,357 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $313,000.

   13F-HR 0000749044-26-000002 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,357 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $325,000.

   13F-HR 0000749044-26-000001 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 4,357 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $323,000.

   13F-HR/A 0000749044-25-000008 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,357 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $306,000.

   13F-HR 0000749044-25-000003 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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