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Disclosery

BankPlus Trust Department: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BankPlus Trust Department on JCPB, newest first. How the timeline and the estimate are built.

BankPlus Trust Department held 429,225 JCPB 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 429,225 shares
    Change vs previous 13F +16,808 shares

    3.1% of the 13F portfolio, value $20,147,934.

    13F-HR 0002085853-26-000765 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 58,109 shares
    • BankPlus Wealth Management LLC: 371,116 shares

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

  2. period ended2026-03-31
    13F 412,417 shares
    Change vs previous 13F +48,115 shares

    3.42% of the 13F portfolio, value $19,416,885.

    13F-HR 0002085853-26-000450 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 56,856 shares
    • BankPlus Wealth Management LLC: 355,561 shares

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

  3. period ended2025-12-31
    13F 364,302 shares
    Change vs previous 13F +25,759 shares

    3.06% of the 13F portfolio, value $17,249,674.

    13F-HR 0002085853-26-000198 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 56,449 shares
    • BankPlus Wealth Management LLC: 307,853 shares

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

  4. period ended2025-09-30
    13F 338,543 shares
    Change vs previous 13F +20,761 shares

    2.96% of the 13F portfolio, value $16,097,979.

    13F-HR 0002085853-25-000194 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 52,003 shares
    • BankPlus Wealth Management LLC: 286,540 shares

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

  5. period ended2025-06-30
    13F 317,782 shares
    Change vs previous 13F +25,335 shares

    3.06% of the 13F portfolio, value $14,954,924.

    13F-HR 0001667731-25-000841 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 50,972 shares
    • BankPlus Wealth Management LLC: 266,810 shares

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

  6. period ended2025-03-31
    13F 292,447 shares
    Change vs previous 13F +30,946 shares

    3.16% of the 13F portfolio, value $13,756,580.

    13F-HR 0001667731-25-000524 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 47,274 shares
    • BankPlus Wealth Management LLC: 245,173 shares

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

  7. period ended2024-12-31
    13F 261,501 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $12,047,347.

    13F-HR 0001667731-25-000077 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 39,291 shares
    • BankPlus Wealth Management LLC: 222,210 shares

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