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CSat Investment Advisory, L.P.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSat Investment Advisory, L.P. on JPM, newest first. How the timeline and the estimate are built.

CSat Investment Advisory, L.P. held 6,909 JPM shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 6,909 shares
    Change vs previous 13F -1,003 shares

    0.88% of the 13F portfolio, value $1,052,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 7,912 shares
    Change vs previous 13F -957 shares

    0.93% of the 13F portfolio, value $1,005,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 8,869 shares
    Change vs previous 13F -12,369 shares

    0.12% of the 13F portfolio, value $854,000.

    13F-HR 0001398344-20-022558 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 21,238 shares
    Change vs previous 13F -3,597 shares

    0.36% of the 13F portfolio, value $1,998,000.

    13F-HR 0001398344-20-015227 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 24,835 shares
    Change vs previous 13F +7 shares

    0.62% of the 13F portfolio, value $2,236,000.

    13F-HR 0001398344-20-009921 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 24,828 shares
    Change vs previous 13F -2,966 shares

    1.25% of the 13F portfolio, value $3,461,000.

    13F-HR 0001398344-20-003315 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 27,794 shares
    Change vs previous 13F +479 shares

    1.42% of the 13F portfolio, value $3,271,000.

    13F-HR 0001398344-19-020246 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 27,315 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $3,054,000.

    13F-HR 0001398344-19-014440 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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