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Disclosery

Connolly Sarah T.: JPM position timeline

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

Connolly Sarah T. held 0 JPM shares at 2023-12-31 per its 13F-HR filed 2024-02-09.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -13,415 shares

    13F-HR 0001324022-24-000004 filed by Connolly Sarah T.
    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 ended2023-09-30
    13F 13,415 shares
    Change vs previous 13F -10,665 shares

    1.28% of the 13F portfolio, value $1,945,443.

    13F-HR 0001324022-23-000009 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 24,080 shares
    Change vs previous 13F -912 shares

    2.12% of the 13F portfolio, value $3,502,195.

    13F-HR 0001845262-23-000004 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 24,992 shares
    Change vs previous 13F -1,170 shares

    2.07% of the 13F portfolio, value $3,256,708.

    13F-HR 0001845262-23-000003 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 26,162 shares
    Change vs previous 13F +82 shares

    2.38% of the 13F portfolio, value $3,508,324.

    13F-HR 0001845262-23-000001 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 26,080 shares
    Change vs previous 13F +2,083 shares

    2% of the 13F portfolio, value $2,725,000.

    13F-HR 0001324022-22-000007 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 23,997 shares
    Change vs previous 13F +197 shares

    1.84% of the 13F portfolio, value $2,702,000.

    13F-HR 0001845262-22-000003 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 23,800 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $3,244,000.

    13F-HR 0001845262-22-000002 filed by Connolly Sarah T.
    Filed (acceptance time not in the bulk data set), ingested

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