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Bowling Portfolio Management LLC: JPM position timeline

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

Bowling Portfolio Management LLC held 33,828 JPM shares at 2022-09-30 per its 13F-HR filed 2022-10-04.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 33,828 shares
    Change vs previous 13F -7,584 shares

    0.97% of the 13F portfolio, value $3,535,000.

    13F-HR 0001322590-22-000005 filed by Bowling Portfolio 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 ended2022-06-30
    13F 41,412 shares
    Change vs previous 13F +5,961 shares

    1.18% of the 13F portfolio, value $4,663,000.

    13F-HR 0001322590-22-000004 filed by Bowling Portfolio 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 ended2022-03-31
    13F 35,451 shares
    Change vs previous 13F -581 shares

    1.04% of the 13F portfolio, value $4,833,000.

    13F-HR 0001322590-22-000003 filed by Bowling Portfolio 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 ended2021-12-31
    13F 36,032 shares
    Change vs previous 13F -727 shares

    1.18% of the 13F portfolio, value $5,706,000.

    13F-HR 0001322590-22-000001 filed by Bowling Portfolio 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 ended2021-09-30
    13F 36,759 shares
    Change vs previous 13F -208 shares

    1.35% of the 13F portfolio, value $6,017,000.

    13F-HR 0001322590-21-000004 filed by Bowling Portfolio 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 ended2021-06-30
    13F 36,967 shares
    Change vs previous 13F -8,443 shares

    1.28% of the 13F portfolio, value $5,750,000.

    13F-HR 0001322590-21-000003 filed by Bowling Portfolio 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 ended2021-03-31
    13F 45,410 shares
    Change vs previous 13F -1,143 shares

    1.64% of the 13F portfolio, value $6,913,000.

    13F-HR 0001322590-21-000002 filed by Bowling Portfolio 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 ended2020-12-31
    13F 46,553 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $5,915,000.

    13F-HR 0001322590-21-000001 filed by Bowling Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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