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CreativeOne Wealth, LLC: JPME position timeline

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

CreativeOne Wealth, LLC held 14,301 JPME 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 14,301 shares
    Change vs previous 13F -1,458 shares

    0.04% of the 13F portfolio, value $1,776,410.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    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 15,759 shares
    Change vs previous 13F -1,087 shares

    0.04% of the 13F portfolio, value $1,804,830.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    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 16,846 shares
    Change vs previous 13F -2,765 shares

    0.04% of the 13F portfolio, value $1,830,483.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    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 19,611 shares
    Change vs previous 13F -52,902 shares

    0.05% of the 13F portfolio, value $2,126,772.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 72,513 shares
    Change vs previous 13F -146,560 shares

    0.2% of the 13F portfolio, value $7,519,794.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 219,073 shares
    Change vs previous 13F -7,402 shares

    0.66% of the 13F portfolio, value $22,032,586.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 226,475 shares
    Change vs previous 13F +1,501 shares

    0.71% of the 13F portfolio, value $23,207,207.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    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 224,974 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $23,631,307.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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