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Disclosery

BankPlus Trust Department: JHMM position timeline

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

BankPlus Trust Department held 177,848 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,848 shares
    Change vs previous 13F +5,666 shares

    2.05% of the 13F portfolio, value $13,332,029.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 147,337 shares
    • BankPlus Wealth Management LLC: 30,511 shares

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

  2. period ended2026-03-31
    13F 172,182 shares
    Change vs previous 13F +5,210 shares

    2.04% of the 13F portfolio, value $11,557,173.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 141,275 shares
    • BankPlus Wealth Management LLC: 30,907 shares

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

  3. period ended2025-12-31
    13F 166,972 shares
    Change vs previous 13F +3,748 shares

    1.94% of the 13F portfolio, value $10,933,642.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 135,982 shares
    • BankPlus Wealth Management LLC: 30,990 shares

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

  4. period ended2025-09-30
    13F 163,224 shares
    Change vs previous 13F +10,027 shares

    1.94% of the 13F portfolio, value $10,558,995.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 135,383 shares
    • BankPlus Wealth Management LLC: 27,841 shares

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

  5. period ended2025-06-30
    13F 153,197 shares
    Change vs previous 13F +2,176 shares

    1.92% of the 13F portfolio, value $9,364,978.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 126,051 shares
    • BankPlus Wealth Management LLC: 27,146 shares

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

  6. period ended2025-03-31
    13F 151,021 shares
    Change vs previous 13F +6,297 shares

    1.99% of the 13F portfolio, value $8,653,507.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 126,087 shares
    • BankPlus Wealth Management LLC: 24,934 shares

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

  7. period ended2024-12-31
    13F 144,724 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $8,644,352.

    13F-HR 0002047270-25-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 121,695 shares
    • BankPlus Wealth Management LLC: 23,029 shares

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