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Disclosery

Autus Asset Management, LLC: JPM position timeline

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

Autus Asset Management, LLC held 55,622 JPM shares at 2022-12-31 per its 13F-HR filed 2023-01-24.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 55,622 shares
    Change vs previous 13F -180 shares

    1.34% of the 13F portfolio, value $7,459,111.

    13F-HR 0001085146-23-000307 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 55,802 shares
    Change vs previous 13F +177 shares

    1.12% of the 13F portfolio, value $5,832,000.

    13F-HR 0001085146-22-003376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 55,625 shares
    Change vs previous 13F -267 shares

    1.12% of the 13F portfolio, value $6,265,000.

    13F-HR 0001085146-22-002526 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 55,892 shares
    Change vs previous 13F -13,325 shares

    1.14% of the 13F portfolio, value $7,620,000.

    13F-HR 0001085146-22-001376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 69,217 shares
    Change vs previous 13F +93 shares

    1.1% of the 13F portfolio, value $10,960,000.

    13F-HR 0001085146-22-000113 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 69,124 shares
    Change vs previous 13F -1,056 shares

    1.24% of the 13F portfolio, value $11,314,000.

    13F-HR 0001085146-21-002816 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 70,180 shares
    Change vs previous 13F -392 shares

    1.19% of the 13F portfolio, value $10,916,000.

    13F-HR 0001085146-21-002008 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 70,572 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $10,743,000.

    13F-HR 0001085146-21-001191 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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