WEATHERLY ASSET MANAGEMENT L. P.: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on JPST, newest first. How the timeline and the estimate are built.
WEATHERLY ASSET MANAGEMENT L. P. held 543,560 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 543,560 sharesChange vs previous 13F +18,215 shares
1.96% of the 13F portfolio, value $27,487,818.
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 525,345 sharesChange vs previous 13F +14,208 shares
2.15% of the 13F portfolio, value $26,587,714.
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 511,137 sharesChange vs previous 13F +4,773 shares
2% of the 13F portfolio, value $25,940,265.
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 506,364 sharesChange vs previous 13F +24,633 shares
2.12% of the 13F portfolio, value $25,687,859.
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 481,731 sharesChange vs previous 13F +9,002 shares
2.08% of the 13F portfolio, value $24,414,121.
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 472,729 sharesChange vs previous 13F +16,425 shares
2.15% of the 13F portfolio, value $23,934,245.
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 456,304 sharesChange vs previous 13F +25,732 shares
2.05% of the 13F portfolio, value $23,071,865.
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 430,572 sharesChange vs previous 13F not available
1.91% of the 13F portfolio, value $21,847,230.
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).