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Tradition Wealth Management, LLC: JCPB position timeline

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

Tradition Wealth Management, LLC held 838,089 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 838,089 shares
    Change vs previous 13F +41,566 shares

    2.41% of the 13F portfolio, value $39,339,878.

    13F-HR 0001843010-26-000004 filed by Tradition 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 796,523 shares
    Change vs previous 13F +32,997 shares

    2.67% of the 13F portfolio, value $37,500,315.

    13F-HR 0001843010-26-000003 filed by Tradition 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 763,526 shares
    Change vs previous 13F +18,385 shares

    2.59% of the 13F portfolio, value $36,152,979.

    13F-HR 0001843010-26-000001 filed by Tradition 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 745,141 shares
    Change vs previous 13F -116,544 shares

    2.62% of the 13F portfolio, value $35,431,454.

    13F-HR 0001843010-25-000007 filed by Tradition 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 861,685 shares
    Change vs previous 13F +27,808 shares

    3.24% of the 13F portfolio, value $40,550,915.

    13F-HR 0001843010-25-000004 filed by Tradition 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 833,877 shares
    Change vs previous 13F +50,466 shares

    3.45% of the 13F portfolio, value $39,225,557.

    13F-HR 0001843010-25-000003 filed by Tradition 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 783,411 shares
    Change vs previous 13F +147,258 shares

    3.18% of the 13F portfolio, value $36,091,743.

    13F-HR 0001843010-25-000001 filed by Tradition 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 636,153 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $30,688,015.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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