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Disclosery

Barrett Asset Management, LLC: JPM position timeline

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

Barrett Asset Management, LLC held 426,470 JPM shares at 2022-03-31 per its 13F-HR filed 2022-05-16.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 426,470 shares
    Change vs previous 13F -803 shares

    2.43% of the 13F portfolio, value $58,136,000.

    13F-HR 0001526411-22-000004 filed by Barrett 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 ended2021-12-31
    13F 427,273 shares
    Change vs previous 13F +38,226 shares

    2.55% of the 13F portfolio, value $67,659,000.

    13F-HR 0001526411-22-000003 filed by Barrett 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 ended2021-09-30
    13F 389,047 shares
    Change vs previous 13F -2,923 shares

    2.92% of the 13F portfolio, value $63,683,000.

    13F-HR 0001526411-21-000009 filed by Barrett 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 ended2021-06-30
    13F 391,970 shares
    Change vs previous 13F +554 shares

    2.81% of the 13F portfolio, value $60,967,000.

    13F-HR 0001526411-21-000007 filed by Barrett 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 ended2021-03-31
    13F 391,416 shares
    Change vs previous 13F +10,674 shares

    2.96% of the 13F portfolio, value $59,585,000.

    13F-HR 0001526411-21-000005 filed by Barrett 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 ended2020-12-31
    13F/A 380,742 shares
    Change vs previous 13F +1,456 shares

    2.53% of the 13F portfolio, value $48,381,000.

    13F-HR/A 0001526411-21-000003 filed by Barrett 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 ended2020-09-30
    13F 379,286 shares
    Change vs previous 13F +14,395 shares

    2.15% of the 13F portfolio, value $36,514,000.

    13F-HR 0001526411-20-000011 filed by Barrett 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 ended2020-06-30
    13F 364,891 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $34,322,000.

    13F-HR 0001526411-20-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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