Skip to content
Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on JCPB, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 37,564 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,564 shares
    Change vs previous 13F +2,597 shares

    0.03% of the 13F portfolio, value $1,763,254.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 272 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 37,292 shares

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

  2. period ended2026-03-31
    13F 34,967 shares
    Change vs previous 13F +9,542 shares

    0.04% of the 13F portfolio, value $1,646,246.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,451 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,516 shares

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

  3. period ended2025-12-31
    13F 25,425 shares
    Change vs previous 13F +6,581 shares

    0.03% of the 13F portfolio, value $1,203,874.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,330 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24,095 shares

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

  4. period ended2025-09-30
    13F 18,844 shares
    Change vs previous 13F +3,355 shares

    0.02% of the 13F portfolio, value $896,032.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 57 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 18,787 shares

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

  5. period ended2025-06-30
    13F 15,489 shares
    Change vs previous 13F +1,616 shares

    0.35% of the 13F portfolio, value $728,912.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    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 13,873 shares
    Change vs previous 13F +466 shares

    0.38% of the 13F portfolio, value $652,585.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    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 13,407 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $617,660.

    13F-HR 0001766904-25-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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