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CARY STREET PARTNERS ASSET MANAGEMENT LLC: JPEF 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 JPEF, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 63,776 JPEF 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 63,776 shares
    Change vs previous 13F +1,798 shares

    0.11% of the 13F portfolio, value $5,123,139.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 63,776 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  2. period ended2026-03-31
    13F 61,978 shares
    Change vs previous 13F +7,216 shares

    0.1% of the 13F portfolio, value $4,450,616.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 61,960 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 18 shares

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

  3. period ended2025-12-31
    13F 54,762 shares
    Change vs previous 13F -11,684 shares

    0.09% of the 13F portfolio, value $4,090,009.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 54,738 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24 shares

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

  4. period ended2025-09-30
    13F 66,446 shares
    Change vs previous 13F +16,886 shares

    0.12% of the 13F portfolio, value $4,922,984.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 66,422 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24 shares

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

  5. period ended2025-06-30
    13F 49,560 shares
    Change vs previous 13F +918 shares

    0.09% of the 13F portfolio, value $3,476,138.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 49,536 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24 shares

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

  6. period ended2025-03-31
    13F 48,642 shares
    Change vs previous 13F -2,162 shares

    0.1% of the 13F portfolio, value $3,096,550.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL 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 50,804 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,409,456.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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