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Disclosery

FIRST FOUNDATION ADVISORS: JPRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST FOUNDATION ADVISORS on JPRE, newest first. How the timeline and the estimate are built.

FIRST FOUNDATION ADVISORS held 197,518 JPRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,518 shares
    Change vs previous 13F -97,859 shares

    0.37% of the 13F portfolio, value $10,306,492.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 295,377 shares
    Change vs previous 13F -114,016 shares

    0.57% of the 13F portfolio, value $14,198,766.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 409,393 shares
    Change vs previous 13F -29,790 shares

    0.72% of the 13F portfolio, value $19,122,763.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 439,183 shares
    Change vs previous 13F -85,849 shares

    0.78% of the 13F portfolio, value $21,050,036.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 525,032 shares
    Change vs previous 13F +33,015 shares

    0.93% of the 13F portfolio, value $25,012,523.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 492,017 shares
    Change vs previous 13F +363,862 shares

    0.97% of the 13F portfolio, value $23,715,238.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 128,155 shares
    Change vs previous 13F +18,314 shares

    0.23% of the 13F portfolio, value $6,059,157.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 109,841 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,595,301.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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