Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,320,384 JPIE 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 1,320,384 shares
    Change vs previous 13F +135,045 shares

    1.2% of the 13F portfolio, value $60,803,683.

    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: 1,225,072 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 95,312 shares

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

  2. period ended2026-03-31
    13F 1,185,339 shares
    Change vs previous 13F +78,257 shares

    1.23% of the 13F portfolio, value $54,608,566.

    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: 1,127,724 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 57,615 shares

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

  3. period ended2025-12-31
    13F 1,107,082 shares
    Change vs previous 13F -23,852 shares

    1.16% of the 13F portfolio, value $51,246,825.

    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: 1,063,485 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43,597 shares

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

  4. period ended2025-09-30
    13F 1,130,934 shares
    Change vs previous 13F +95,999 shares

    1.28% of the 13F portfolio, value $52,486,659.

    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: 1,120,407 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,527 shares

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

  5. period ended2025-06-30
    13F 1,034,935 shares
    Change vs previous 13F +135,383 shares

    1.27% of the 13F portfolio, value $47,938,200.

    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: 1,025,387 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,548 shares

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

  6. period ended2025-03-31
    13F 899,552 shares
    Change vs previous 13F +273,591 shares

    1.24% of the 13F portfolio, value $41,442,375.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 890,293 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,259 shares

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

  7. period ended2024-12-31
    13F 625,961 shares
    Change vs previous 13F +316,203 shares

    0.89% of the 13F portfolio, value $28,556,317.

    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: 622,201 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,760 shares

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

  8. period ended2024-09-30
    13F 309,758 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $14,369,628.

    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: 126,000 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 183,758 shares

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