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Disclosery

ADVISOR PARTNERS LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISOR PARTNERS LLC on JPM, newest first. How the timeline and the estimate are built.

ADVISOR PARTNERS LLC held 121,506 JPM shares at 2022-06-30 per its 13F-HR filed 2022-08-11.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 121,506 shares
    Change vs previous 13F +589 shares

    0.96% of the 13F portfolio, value $13,683,000.

    13F-HR 0001725547-22-000146 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 120,917 shares
    Change vs previous 13F -6,672 shares

    1.03% of the 13F portfolio, value $16,483,000.

    13F-HR 0001456114-22-000004 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 127,589 shares
    Change vs previous 13F +432 shares

    1.22% of the 13F portfolio, value $20,202,000.

    13F-HR 0001456114-22-000001 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 127,157 shares
    Change vs previous 13F -1,402 shares

    1.4% of the 13F portfolio, value $20,806,000.

    13F-HR 0001456114-21-000008 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 128,559 shares
    Change vs previous 13F +1,014 shares

    1.31% of the 13F portfolio, value $19,989,000.

    13F-HR 0001456114-21-000007 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F/A 127,545 shares
    Change vs previous 13F -1,998 shares

    1.39% of the 13F portfolio, value $19,416,000.

    13F-HR/A 0001456114-21-000004 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F/A 129,543 shares
    Change vs previous 13F +1,933 shares

    1.24% of the 13F portfolio, value $16,460,000.

    13F-HR/A 0001456114-21-000002 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F/A 127,610 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $12,286,000.

    13F-HR/A 0001456114-20-000008 filed by ADVISOR PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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