Shaker Financial Services, LLC: JPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shaker Financial Services, LLC on JPC, newest first. How the timeline and the estimate are built.
Shaker Financial Services, LLC held 87,000 JPC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 87,000 sharesChange vs previous 13F +87,000 shares
0.22% of the 13F portfolio, value $689,311.
13F-HR 0001172661-26-002630 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -54,700 shares
13F-HR 0001172661-25-004387 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 54,700 sharesChange vs previous 13F +1,700 shares
0.16% of the 13F portfolio, value $442,332.
13F-HR 0001172661-25-002882 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 53,000 sharesChange vs previous 13F +39,035 shares
0.16% of the 13F portfolio, value $421,880.
13F-HR 0001172661-25-001629 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,965 sharesChange vs previous 13F -43,035 shares
0.04% of the 13F portfolio, value $109,765.
13F-HR 0001172661-25-000750 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 57,000 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $464,180.
13F-HR 0001172661-24-004432 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).