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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

  1. period ended2026-06-30
    13F 727,451 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 726,586 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 707,636 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 681,824 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 612,924 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 606,737 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 584,147 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 590,349 shares
    Change 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), ingested

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