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Disclosery

BankPlus Trust Department: JPIE position timeline

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

BankPlus Trust Department held 247,308 JPIE 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 247,308 shares
    Change vs previous 13F +4,574 shares

    1.75% of the 13F portfolio, value $11,388,585.

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

    • BankPlus Trust Department: 41,730 shares
    • BankPlus Wealth Management LLC: 205,578 shares

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

  2. period ended2026-03-31
    13F 242,734 shares
    Change vs previous 13F +26,089 shares

    1.97% of the 13F portfolio, value $11,182,847.

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

    • BankPlus Trust Department: 41,692 shares
    • BankPlus Wealth Management LLC: 201,042 shares

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

  3. period ended2025-12-31
    13F 216,645 shares
    Change vs previous 13F +16,908 shares

    1.78% of the 13F portfolio, value $10,028,653.

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

    • BankPlus Trust Department: 37,999 shares
    • BankPlus Wealth Management LLC: 178,646 shares

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

  4. period ended2025-09-30
    13F 199,737 shares
    Change vs previous 13F +19,410 shares

    1.71% of the 13F portfolio, value $9,269,946.

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

    • BankPlus Trust Department: 33,792 shares
    • BankPlus Wealth Management LLC: 165,945 shares

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

  5. period ended2025-06-30
    13F 180,327 shares
    Change vs previous 13F +9,232 shares

    1.71% of the 13F portfolio, value $8,352,665.

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

    • BankPlus Trust Department: 26,751 shares
    • BankPlus Wealth Management LLC: 153,576 shares

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

  6. period ended2025-03-31
    13F 171,095 shares
    Change vs previous 13F +15,407 shares

    1.81% of the 13F portfolio, value $7,882,248.

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

    • BankPlus Trust Department: 23,464 shares
    • BankPlus Wealth Management LLC: 147,631 shares

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

  7. period ended2024-12-31
    13F 155,688 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $7,102,400.

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

    • BankPlus Trust Department: 16,380 shares
    • BankPlus Wealth Management LLC: 139,308 shares

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