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Disclosery

COBIZ WEALTH, LLC: JPM position timeline

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

COBIZ WEALTH, LLC held 106,491 JPM shares at 2019-06-30 per its 13F-HR filed 2019-07-08.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 106,491 shares
    Change vs previous 13F -5,140 shares

    2.36% of the 13F portfolio, value $11,906,000.

    13F-HR 0001324659-19-000009 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-03-31
    13F/A 111,631 shares
    Change vs previous 13F +719 shares

    2.18% of the 13F portfolio, value $11,300,000.

    13F-HR/A 0001324659-19-000007 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-12-31
    13F 110,912 shares
    Change vs previous 13F +177 shares

    2.38% of the 13F portfolio, value $10,827,000.

    13F-HR 0001324659-19-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-09-30
    13F 110,735 shares
    Change vs previous 13F -1,552 shares

    2.4% of the 13F portfolio, value $12,495,000.

    13F-HR 0001324659-18-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-06-30
    13F 112,287 shares
    Change vs previous 13F -1,140 shares

    2.37% of the 13F portfolio, value $11,700,000.

    13F-HR 0001324659-18-000006 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-03-31
    13F 113,427 shares
    Change vs previous 13F -706 shares

    2.64% of the 13F portfolio, value $12,474,000.

    13F-HR 0001324659-18-000004 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-12-31
    13F 114,133 shares
    Change vs previous 13F -2,720 shares

    2.55% of the 13F portfolio, value $12,205,000.

    13F-HR 0001324659-18-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-09-30
    13F 116,853 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $11,161,000.

    13F-HR 0001324659-17-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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