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SIMON QUICK ADVISORS, LLC: JPST position timeline

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

SIMON QUICK ADVISORS, LLC held 263,773 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,773 shares
    Change vs previous 13F -7,867 shares

    0.54% of the 13F portfolio, value $13,338,995.

    13F-HR 0001692038-26-000006 filed by SIMON QUICK ADVISORS, 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 271,640 shares
    Change vs previous 13F -5,882 shares

    0.63% of the 13F portfolio, value $13,747,725.

    13F-HR 0001692038-26-000003 filed by SIMON QUICK ADVISORS, 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 277,522 shares
    Change vs previous 13F +750 shares

    0.61% of the 13F portfolio, value $14,039,845.

    13F-HR 0001692038-26-000001 filed by SIMON QUICK ADVISORS, 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 276,772 shares
    Change vs previous 13F -1,208 shares

    0.64% of the 13F portfolio, value $14,040,659.

    13F-HR 0001692038-25-000013 filed by SIMON QUICK ADVISORS, 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/A 277,980 shares
    Change vs previous 13F +583 shares

    0.71% of the 13F portfolio, value $14,088,033.

    13F-HR/A 0001692038-25-000012 filed by SIMON QUICK ADVISORS, 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 277,397 shares
    Change vs previous 13F -2,711 shares

    0.8% of the 13F portfolio, value $14,044,589.

    13F-HR 0001692038-25-000007 filed by SIMON QUICK ADVISORS, 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 280,108 shares
    Change vs previous 13F +2,039 shares

    0.85% of the 13F portfolio, value $14,109,056.

    13F-HR 0001692038-25-000001 filed by SIMON QUICK ADVISORS, 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 278,069 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $14,109,202.

    13F-HR 0001692038-24-000008 filed by SIMON QUICK ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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