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Sowell Financial Services LLC: JCPB position timeline

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

Sowell Financial Services LLC held 34,822 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,822 shares
    Change vs previous 13F +772 shares

    0.05% of the 13F portfolio, value $1,634,551.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 34,050 shares
    Change vs previous 13F +4,738 shares

    0.06% of the 13F portfolio, value $1,603,097.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 29,312 shares
    Change vs previous 13F +15,031 shares

    0.05% of the 13F portfolio, value $1,387,909.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 14,281 shares
    Change vs previous 13F +9,143 shares

    0.03% of the 13F portfolio, value $679,039.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 5,138 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $241,797.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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