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Disclosery

Concert Wealth Management Inc.: JPM position timeline

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

Concert Wealth Management Inc. held 0 JPM shares at 2017-09-30 per its 13F-HR filed 2017-11-14.

the latest 13F is the newest step

  1. period ended2017-09-30
    13F 0 shares
    Change vs previous 13F -4,052 shares

    13F-HR 0001085146-17-002388 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2017-06-30
    13F 4,052 shares
    Change vs previous 13F -23,312 shares

    0.36% of the 13F portfolio, value $370,000.

    13F-HR 0001085146-17-001733 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-03-31
    13F 27,364 shares
    Change vs previous 13F -918 shares

    0.53% of the 13F portfolio, value $2,363,000.

    13F-HR 0001085146-17-001171 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-12-31
    13F 28,282 shares
    Change vs previous 13F -53,184 shares

    0.54% of the 13F portfolio, value $2,443,000.

    13F-HR 0001085146-17-000507 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-09-30
    13F 81,466 shares
    Change vs previous 13F +3,617 shares

    0.66% of the 13F portfolio, value $5,428,000.

    13F-HR 0001085146-16-004576 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-06-30
    13F/A 77,849 shares
    Change vs previous 13F +5,518 shares

    0.66% of the 13F portfolio, value $4,829,000.

    13F-HR/A 0001085146-16-004095 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-03-31
    13F 72,331 shares
    Change vs previous 13F +1,091 shares

    0.56% of the 13F portfolio, value $4,186,000.

    13F-HR 0001085146-16-003821 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-12-31
    13F 71,240 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,714,000.

    13F-HR 0001085146-16-002852 filed by Concert Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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