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Cassady Schiller Wealth Management, LLC: JPM position timeline

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

Cassady Schiller Wealth Management, LLC held 3,067 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,067 shares
    Change vs previous 13F +191 shares

    0.27% of the 13F portfolio, value $735,191.

    13F-HR 0001855205-25-000006 filed by Cassady Schiller Wealth 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 ended2024-09-30
    13F 2,876 shares
    Change vs previous 13F -266 shares

    0.22% of the 13F portfolio, value $606,433.

    13F-HR 0001855205-24-000048 filed by Cassady Schiller Wealth 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 ended2024-06-30
    13F 3,142 shares
    Change vs previous 13F -400 shares

    0.26% of the 13F portfolio, value $635,501.

    13F-HR 0001855205-24-000027 filed by Cassady Schiller Wealth 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 ended2024-03-31
    13F 3,542 shares
    Change vs previous 13F +237 shares

    0.32% of the 13F portfolio, value $709,463.

    13F-HR 0001998414-24-000001 filed by Cassady Schiller Wealth 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 ended2023-12-31
    13F 3,305 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $562,181.

    13F-HR 0001855205-24-000004 filed by Cassady Schiller Wealth 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 ended2023-09-30
    13F 3,305 shares
    Change vs previous 13F +62 shares

    0.27% of the 13F portfolio, value $479,291.

    13F-HR 0001904425-23-000009 filed by Cassady Schiller Wealth 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 ended2023-06-30
    13F 3,243 shares
    Change vs previous 13F +41 shares

    0.26% of the 13F portfolio, value $471,662.

    13F-HR 0001904425-23-000004 filed by Cassady Schiller Wealth 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 ended2023-03-31
    13F 3,202 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $417,253.

    13F-HR 0001904425-23-000002 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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