Skip to content
Disclosery

Cubic Asset Management, LLC: JPM position timeline

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

Cubic Asset Management, LLC held 6,570 JPM shares at 2024-03-31 per its 13F-HR filed 2024-04-24.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 6,570 shares
    Change vs previous 13F +31 shares

    0.31% of the 13F portfolio, value $1,315,971.

    13F-HR 0001424322-24-000004 filed by Cubic Asset 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 ended2023-12-31
    13F 6,539 shares
    Change vs previous 13F +295 shares

    0.29% of the 13F portfolio, value $1,112,284.

    13F-HR 0001424322-24-000002 filed by Cubic Asset 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 ended2023-09-30
    13F 6,244 shares
    Change vs previous 13F -1,360 shares

    0.25% of the 13F portfolio, value $905,505.

    13F-HR 0001424322-23-000008 filed by Cubic Asset 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 ended2023-06-30
    13F 7,604 shares
    Change vs previous 13F -54 shares

    0.3% of the 13F portfolio, value $1,105,926.

    13F-HR 0001424322-23-000006 filed by Cubic Asset 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 ended2023-03-31
    13F 7,658 shares
    Change vs previous 13F +398 shares

    0.28% of the 13F portfolio, value $997,914.

    13F-HR 0001424322-23-000004 filed by Cubic Asset 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 ended2022-12-31
    13F 7,260 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $973,566.

    13F-HR 0001424322-23-000002 filed by Cubic Asset 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 ended2022-09-30
    13F 7,260 shares
    Change vs previous 13F -126 shares

    0.23% of the 13F portfolio, value $759,000.

    13F-HR 0001424322-22-000008 filed by Cubic Asset 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 ended2022-06-30
    13F 7,386 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $832,000.

    13F-HR 0001424322-22-000006 filed by Cubic Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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