WEATHERLY ASSET MANAGEMENT L. P.: JMST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on JMST, newest first. How the timeline and the estimate are built.
WEATHERLY ASSET MANAGEMENT L. P. held 727,451 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 727,451 sharesChange vs previous 13F +865 shares
2.64% of the 13F portfolio, value $37,099,976.
13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 726,586 sharesChange vs previous 13F +18,950 shares
3% of the 13F portfolio, value $37,041,330.
13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 707,636 sharesChange vs previous 13F +25,812 shares
2.78% of the 13F portfolio, value $36,114,803.
13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 681,824 sharesChange vs previous 13F +68,900 shares
2.87% of the 13F portfolio, value $34,800,297.
13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 612,924 sharesChange vs previous 13F +6,187 shares
2.66% of the 13F portfolio, value $31,210,103.
13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 606,737 sharesChange vs previous 13F +22,590 shares
2.77% of the 13F portfolio, value $30,852,590.
13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 584,147 sharesChange vs previous 13F -6,202 shares
2.63% of the 13F portfolio, value $29,688,353.
13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 590,349 sharesChange vs previous 13F not available
2.64% of the 13F portfolio, value $30,072,391.
13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).