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DORCHESTER WEALTH MANAGEMENT Co: JPM position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 58,741 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 58,741 shares
    Change vs previous 13F -560 shares

    2.81% of the 13F portfolio, value $14,080,872.

    13F-HR 0001085146-25-000732 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 59,301 shares
    Change vs previous 13F +126 shares

    2.28% of the 13F portfolio, value $12,504,268.

    13F-HR 0001085146-24-005045 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 59,175 shares
    Change vs previous 13F -3,090 shares

    2.31% of the 13F portfolio, value $11,968,792.

    13F-HR 0001085146-24-003194 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 62,265 shares
    Change vs previous 13F -1,519 shares

    2.24% of the 13F portfolio, value $12,471,736.

    13F-HR 0001085146-24-002149 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 63,784 shares
    Change vs previous 13F -1,105 shares

    2.01% of the 13F portfolio, value $10,849,706.

    13F-HR 0001085146-24-000408 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 64,889 shares
    Change vs previous 13F +100 shares

    1.9% of the 13F portfolio, value $9,410,243.

    13F-HR 0001085146-23-003903 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 64,789 shares
    Change vs previous 13F -430 shares

    1.92% of the 13F portfolio, value $9,422,953.

    13F-HR 0001085146-23-002697 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 65,219 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $8,498,725.

    13F-HR 0001085146-23-001907 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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