Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: JPIE position timeline

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

Vestmark Advisory Solutions, Inc. held 451,814 JPIE 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 451,814 shares
    Change vs previous 13F +17,929 shares

    0.2% of the 13F portfolio, value $20,806,034.

    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 433,885 shares
    Change vs previous 13F -112,182 shares

    0.22% of the 13F portfolio, value $19,989,082.

    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 546,067 shares
    Change vs previous 13F -107,605 shares

    0.34% of the 13F portfolio, value $25,277,441.

    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 653,672 shares
    Change vs previous 13F -442,448 shares

    0.58% of the 13F portfolio, value $30,336,918.

    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 1,096,120 shares
    Change vs previous 13F +361,493 shares

    0.73% of the 13F portfolio, value $50,772,278.

    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 734,627 shares
    Change vs previous 13F +193,300 shares

    0.87% of the 13F portfolio, value $33,844,266.

    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 541,327 shares
    Change vs previous 13F -19,872 shares

    0.85% of the 13F portfolio, value $24,695,338.

    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 561,199 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $26,034,022.

    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).