Essex Financial Services, Inc.: JCPB position timeline

Essex Financial Services, Inc. held 226,368 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 226,368 shares

   Change vs previous 13F +87,512 shares

   0.53% of the 13F portfolio, value $10,625,724.

   13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 138,856 shares

   Change vs previous 13F +59,107 shares

   0.37% of the 13F portfolio, value $6,537,317.

   13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 79,749 shares

   Change vs previous 13F +48,545 shares

   0.21% of the 13F portfolio, value $3,776,107.

   13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 31,204 shares

   Change vs previous 13F +22,792 shares

   0.09% of the 13F portfolio, value $1,483,735.

   13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,412 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $395,859.

   13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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