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Vestmark Advisory Solutions, Inc.: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on JCPB, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 2,453,732 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,453,732 shares
    Change vs previous 13F +114,577 shares

    1.08% of the 13F portfolio, value $115,178,158.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 2,339,155 shares
    Change vs previous 13F +275,913 shares

    1.22% of the 13F portfolio, value $110,127,417.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 2,063,242 shares
    Change vs previous 13F +200,938 shares

    1.32% of the 13F portfolio, value $97,694,509.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 1,862,304 shares
    Change vs previous 13F -1,402,356 shares

    1.69% of the 13F portfolio, value $88,552,555.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 3,264,660 shares
    Change vs previous 13F +1,789,454 shares

    2.22% of the 13F portfolio, value $153,634,900.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 1,475,206 shares
    Change vs previous 13F +353,291 shares

    1.79% of the 13F portfolio, value $69,393,690.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 1,121,915 shares
    Change vs previous 13F +169,695 shares

    1.78% of the 13F portfolio, value $51,686,624.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 952,220 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $45,935,093.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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