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Disclosery

Triumph Capital Management: JPIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triumph Capital Management on JPIE, newest first. How the timeline and the estimate are built.

Triumph Capital Management held 29,769 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,769 shares
    Change vs previous 13F -955 shares

    0.25% of the 13F portfolio, value $1,370,862.

    13F-HR 0001730765-26-000006 filed by Triumph Capital Management
    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 30,724 shares
    Change vs previous 13F +5,218 shares

    0.29% of the 13F portfolio, value $1,415,455.

    13F-HR 0001730765-26-000004 filed by Triumph Capital Management
    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 25,506 shares
    Change vs previous 13F +8,340 shares

    0.26% of the 13F portfolio, value $1,180,673.

    13F-HR 0001730765-26-000002 filed by Triumph Capital Management
    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/A 17,166 shares
    Change vs previous 13F +7,377 shares

    0.21% of the 13F portfolio, value $796,674.

    13F-HR/A 0001730765-25-000011 filed by Triumph Capital Management
    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 9,789 shares
    Change vs previous 13F -12,678 shares

    0.14% of the 13F portfolio, value $453,426.

    13F-HR/A 0001730765-25-000012 filed by Triumph Capital Management
    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 22,467 shares
    Change vs previous 13F -171 shares

    0.34% of the 13F portfolio, value $1,035,055.

    13F-HR 0001730765-25-000004 filed by Triumph Capital Management
    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 22,638 shares
    Change vs previous 13F +3,275 shares

    0.35% of the 13F portfolio, value $1,032,746.

    13F-HR 0001730765-25-000003 filed by Triumph Capital Management
    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 19,363 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $898,250.

    13F-HR 0001730765-25-000002 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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