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Disclosery

Concord Wealth Partners: JPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Wealth Partners on JPC, newest first. How the timeline and the estimate are built.

Concord Wealth Partners held 31,296 JPC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,296 shares
    Change vs previous 13F +3,146 shares

    0.03% of the 13F portfolio, value $246,611.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 28,150 shares
    Change vs previous 13F +425 shares

    0.03% of the 13F portfolio, value $212,252.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 27,725 shares
    Change vs previous 13F +164 shares

    0.03% of the 13F portfolio, value $224,848.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 27,561 shares
    Change vs previous 13F +25,245 shares

    0.03% of the 13F portfolio, value $226,004.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    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 2,316 shares
    Change vs previous 13F +53 shares

    <0.01% of the 13F portfolio, value $18,574.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    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 2,263 shares
    Change vs previous 13F +235 shares

    <0.01% of the 13F portfolio, value $18,013.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    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 2,028 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $15,940.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,023 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,327.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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