JCPB
Congressional Trades
No congressional trades in JCPB on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| ACIMA PRIVATE WEALTH, LLC | 298.3K | $13.4M | — |
| Rosenberg Matthew Hamilton | 36.9K | $1.7M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Ocean Park Tactical Core Income Fund Northern Lights Fund Trust | 622.4K | $29.2M | 2.77% | Jun 30, 2026 |
| Morningstar Balanced ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 345.3K | $16.2M | 8.87% | Jun 30, 2026 |
| Morningstar Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 332.1K | $15.6M | 4.83% | Jun 30, 2026 |
| Frontier Asset Core Bond ETF ADVISORS' INNER CIRCLE FUND II | 159.9K | $7.4M | 18.37% | Jul 31, 2026 |
| Morningstar Income and Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 113.4K | $5.3M | 9.96% | Jun 30, 2026 |
| Frontier Asset Opportunistic Credit ETF ADVISORS' INNER CIRCLE FUND II | 107.8K | $5.0M | 15.13% | Jul 31, 2026 |
| Morningstar Conservative ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 85.6K | $4.0M | 13.10% | Jun 30, 2026 |
| Mindful Conservative ETF Collaborative Investment Series Trust | 6,433 | $303K | 4.00% | Mar 31, 2026 |
| Tactical Growth Allocation Fund Tactical Investment Series Trust | 4,300 | $202K | 0.56% | Mar 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list JCPB's shares (CUSIP 46641Q670), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming JCPB as the client.
Government Contracts
No federal contract awards found for JCPB.
U.S. Patents
No USPTO patent applications found for JCPB.
Annual Financials
No annual XBRL figures on record for JCPB. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in JCPB's price history.
Material Events (8-K)
No 8-K filings on record.
About JCPB
No company profile on record.
