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Disclosery

Johnson Financial Group, Inc.: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Financial Group, Inc. on JCPB, newest first. How the timeline and the estimate are built.

Johnson Financial Group, Inc. held 858,571 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 858,571 shares
    Change vs previous 13F +281,633 shares

    1.33% of the 13F portfolio, value $40,301,305.

    13F-HR 0000892712-26-000334 filed by Johnson Financial Group, Inc.
    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 576,938 shares
    Change vs previous 13F +44,321 shares

    0.98% of the 13F portfolio, value $27,162,252.

    13F-HR 0000892712-26-000234 filed by Johnson Financial Group, Inc.
    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 532,617 shares
    Change vs previous 13F +54,685 shares

    0.95% of the 13F portfolio, value $25,319,948.

    13F-HR 0000892712-26-000082 filed by Johnson Financial Group, Inc.
    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 477,932 shares
    Change vs previous 13F +53,864 shares

    0.85% of the 13F portfolio, value $22,725,647.

    13F-HR 0000892712-25-000153 filed by Johnson Financial Group, Inc.
    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 424,068 shares
    Change vs previous 13F +70,888 shares

    0.9% of the 13F portfolio, value $19,956,636.

    13F-HR 0000892712-25-000092 filed by Johnson Financial Group, Inc.
    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 353,180 shares
    Change vs previous 13F +80,281 shares

    0.81% of the 13F portfolio, value $16,613,594.

    13F-HR 0000892712-25-000067 filed by Johnson Financial Group, Inc.
    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 272,899 shares
    Change vs previous 13F -120,506 shares

    0.6% of the 13F portfolio, value $12,665,240.

    13F-HR 0000892712-25-000037 filed by Johnson Financial Group, Inc.
    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 393,405 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $18,977,849.

    13F-HR 0000892712-24-000132 filed by Johnson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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