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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 220,551 JPIB 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 220,551 shares
    Change vs previous 13F +73,870 shares

    0.21% of the 13F portfolio, value $10,663,636.

    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: 147,747 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 72,804 shares

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

  2. period ended2026-03-31
    13F 146,681 shares
    Change vs previous 13F +26,857 shares

    0.16% of the 13F portfolio, value $7,014,285.

    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: 105,293 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 41,388 shares

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

  3. period ended2025-12-31
    13F 119,824 shares
    Change vs previous 13F +68,222 shares

    0.13% of the 13F portfolio, value $5,835,422.

    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: 94,772 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 25,052 shares

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

  4. period ended2025-09-30
    13F 51,602 shares
    Change vs previous 13F +3,942 shares

    0.07% of the 13F portfolio, value $2,530,064.

    13F-HR 0001475045-25-000010 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).

  5. period ended2025-06-30
    13F 47,660 shares
    Change vs previous 13F +4,430 shares

    0.07% of the 13F portfolio, value $2,317,228.

    13F-HR 0001475045-25-000006 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).

  6. period ended2025-03-31
    13F 43,230 shares
    Change vs previous 13F +4,293 shares

    0.07% of the 13F portfolio, value $2,070,308.

    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 38,937 shares
    Change vs previous 13F -748 shares

    0.06% of the 13F portfolio, value $1,840,125.

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

    • CARY STREET PARTNERS FINANCIAL LLC: 38,937 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 39,685 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,930,832.

    13F-HR 0001845445-24-000006 filed by CARY STREET PARTNERS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,290 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 26,395 shares

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