Skip to content
Disclosery

ACG Wealth: JPM position timeline

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

ACG Wealth held 25,355 JPM shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 25,355 shares
    Change vs previous 13F -249 shares

    0.61% of the 13F portfolio, value $2,650,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 25,604 shares
    Change vs previous 13F +406 shares

    0.59% of the 13F portfolio, value $2,883,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 25,198 shares
    Change vs previous 13F -8,710 shares

    0.65% of the 13F portfolio, value $3,435,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 33,908 shares
    Change vs previous 13F -4,771 shares

    0.76% of the 13F portfolio, value $5,369,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 38,679 shares
    Change vs previous 13F -986 shares

    0.83% of the 13F portfolio, value $6,331,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 39,665 shares
    Change vs previous 13F -2,442 shares

    0.78% of the 13F portfolio, value $6,170,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 42,107 shares
    Change vs previous 13F -3,866 shares

    0.85% of the 13F portfolio, value $6,410,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 45,973 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $5,842,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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