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Buffington Mohr McNeal: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Buffington Mohr McNeal on JPM, newest first. How the timeline and the estimate are built.

Buffington Mohr McNeal held 54,788 JPM shares at 2025-03-31 per its 13F-HR filed 2025-04-28.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 54,788 shares
    Change vs previous 13F -12,380 shares

    2.65% of the 13F portfolio, value $13,439,587.

    13F-HR 0001317829-25-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 67,168 shares
    Change vs previous 13F -740 shares

    2.67% of the 13F portfolio, value $16,100,866.

    13F-HR 0001317829-25-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 67,908 shares
    Change vs previous 13F +943 shares

    2.36% of the 13F portfolio, value $14,319,120.

    13F-HR 0001317829-24-000007 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 66,965 shares
    Change vs previous 13F +1,913 shares

    2.38% of the 13F portfolio, value $13,544,393.

    13F-HR 0001317829-24-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 65,052 shares
    Change vs previous 13F +327 shares

    2.36% of the 13F portfolio, value $13,029,908.

    13F-HR 0001317829-24-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 64,725 shares
    Change vs previous 13F -858 shares

    2.21% of the 13F portfolio, value $11,009,656.

    13F-HR 0001317829-24-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 65,583 shares
    Change vs previous 13F +58 shares

    2.16% of the 13F portfolio, value $9,510,837.

    13F-HR 0001317829-23-000004 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 65,525 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $9,529,918.

    13F-HR 0001317829-23-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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