Skip to content
Disclosery

Morningstar Investment Management LLC: JPST position timeline

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

Morningstar Investment Management LLC held 13,843 JPST shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 13,843 shares
    Change vs previous 13F -1,994 shares

    0.13% of the 13F portfolio, value $701,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 15,837 shares
    Change vs previous 13F -297,712 shares

    0.07% of the 13F portfolio, value $798,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 313,549 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $15,909,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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