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Disclosery

Creative Planning: JPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on JPST, newest first. How the timeline and the estimate are built.

Creative Planning held 67,675 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,675 shares
    Change vs previous 13F +11,139 shares

    <0.01% of the 13F portfolio, value $3,422,338.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 56,536 shares
    Change vs previous 13F +11,345 shares

    <0.01% of the 13F portfolio, value $2,861,305.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 45,191 shares
    Change vs previous 13F +4,597 shares

    <0.01% of the 13F portfolio, value $2,286,216.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 40,594 shares
    Change vs previous 13F -530 shares

    <0.01% of the 13F portfolio, value $2,059,357.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 41,124 shares
    Change vs previous 13F -36,446 shares

    <0.01% of the 13F portfolio, value $2,084,146.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 77,570 shares
    Change vs previous 13F +17,765 shares

    <0.01% of the 13F portfolio, value $3,927,366.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 59,805 shares
    Change vs previous 13F +506 shares

    <0.01% of the 13F portfolio, value $3,012,359.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 59,299 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,008,829.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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