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RAYMOND JAMES FINANCIAL INC: JPEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAYMOND JAMES FINANCIAL INC on JPEF, newest first. How the timeline and the estimate are built.

RAYMOND JAMES FINANCIAL INC held 1,823,280 JPEF 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 1,823,280 shares
    Change vs previous 13F -102,586 shares

    0.04% of the 13F portfolio, value $146,464,463.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL 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 1,925,866 shares
    Change vs previous 13F -294,014 shares

    0.04% of the 13F portfolio, value $138,295,683.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL 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 2,219,880 shares
    Change vs previous 13F +42,610 shares

    0.05% of the 13F portfolio, value $165,796,130.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL 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 2,177,270 shares
    Change vs previous 13F +218,705 shares

    0.05% of the 13F portfolio, value $161,313,943.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL 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 1,958,565 shares
    Change vs previous 13F +175,204 shares

    0.05% of the 13F portfolio, value $137,373,759.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL 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 1,783,361 shares
    Change vs previous 13F +894,439 shares

    0.04% of the 13F portfolio, value $113,528,714.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL 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/A 888,922 shares
    Change vs previous 13F +329,200 shares

    0.02% of the 13F portfolio, value $59,655,563.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL 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 559,722 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $36,678,571.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 12,144 shares
    • Raymond James Financial Services Advisors, Inc.: 547,578 shares

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