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Disclosery

Beach Investment Management, LLC.: JPM position timeline

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

Beach Investment Management, LLC. held 6,603 JPM shares at 2020-03-31 per its 13F-HR filed 2020-05-05.

the latest 13F is the newest step

  1. period ended2020-03-31
    13F 6,603 shares
    Change vs previous 13F -1,157 shares

    2.06% of the 13F portfolio, value $594,000.

    13F-HR 0001058800-20-000005 filed by Beach Investment 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 ended2019-12-31
    13F 7,760 shares
    Change vs previous 13F +1,740 shares

    2.11% of the 13F portfolio, value $1,082,000.

    13F-HR 0001058800-20-000002 filed by Beach Investment 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 ended2019-09-30
    13F 6,020 shares
    Change vs previous 13F -10,800 shares

    1.59% of the 13F portfolio, value $708,000.

    13F-HR 0001390965-19-000004 filed by Beach Investment 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 ended2019-06-30
    13F 16,820 shares
    Change vs previous 13F 0 shares

    3.07% of the 13F portfolio, value $1,880,000.

    13F-HR 0001390965-19-000003 filed by Beach Investment 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 ended2019-03-31
    13F 16,820 shares
    Change vs previous 13F 0 shares

    3.06% of the 13F portfolio, value $1,703,000.

    13F-HR 0001390965-19-000002 filed by Beach Investment 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 ended2018-12-31
    13F 16,820 shares
    Change vs previous 13F -8,460 shares

    3.66% of the 13F portfolio, value $1,642,000.

    13F-HR 0001390965-19-000001 filed by Beach Investment 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 ended2018-09-30
    13F 25,280 shares
    Change vs previous 13F -8,310 shares

    4.45% of the 13F portfolio, value $2,853,000.

    13F-HR 0001390965-18-000007 filed by Beach Investment 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 ended2018-06-30
    13F 33,590 shares
    Change vs previous 13F not available

    5.78% of the 13F portfolio, value $3,500,000.

    13F-HR 0001390965-18-000006 filed by Beach Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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