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B. Riley Wealth Management, Inc.: JPM position timeline

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

B. Riley Wealth Management, Inc. held 44,328 JPM shares at 2022-06-30 per its 13F-HR filed 2022-09-09.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 44,328 shares
    Change vs previous 13F -159,530 shares

    2.6% of the 13F portfolio, value $275,323,000.

    13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
    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 203,858 shares
    Change vs previous 13F -643,258 shares

    0.28% of the 13F portfolio, value $3,570,000.

    13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
    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 847,116 shares
    Change vs previous 13F +638,881 shares

    0.47% of the 13F portfolio, value $6,858,000.

    13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
    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 208,235 shares
    Change vs previous 13F +5,431 shares

    0.38% of the 13F portfolio, value $4,976,000.

    13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
    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 202,804 shares
    Change vs previous 13F +14,836 shares

    0.43% of the 13F portfolio, value $3,895,000.

    13F-HR 0001213900-21-041763 filed by B. Riley Wealth Management, Inc.
    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 187,968 shares
    Change vs previous 13F +159,321 shares

    0.52% of the 13F portfolio, value $4,431,000.

    13F-HR 0001213900-21-027030 filed by B. Riley Wealth Management, Inc.
    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 28,647 shares
    Change vs previous 13F -10,374 shares

    0.47% of the 13F portfolio, value $3,640,000.

    13F-HR 0001213900-21-008521 filed by B. Riley Wealth Management, Inc.
    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 39,021 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,757,000.

    13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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