Skip to content
Disclosery

DOWLING & YAHNKE LLC: JPM position timeline

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

DOWLING & YAHNKE LLC held 91,188 JPM shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 91,188 shares
    Change vs previous 13F -1,441 shares

    0.44% of the 13F portfolio, value $9,529,000.

    13F-HR 0001133197-22-000006 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 92,629 shares
    Change vs previous 13F +3,116 shares

    0.49% of the 13F portfolio, value $10,431,000.

    13F-HR 0001133197-22-000005 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 89,513 shares
    Change vs previous 13F -300 shares

    0.53% of the 13F portfolio, value $12,202,000.

    13F-HR 0001133197-22-000004 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 89,813 shares
    Change vs previous 13F -100 shares

    0.68% of the 13F portfolio, value $14,222,000.

    13F-HR 0001133197-22-000002 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 89,913 shares
    Change vs previous 13F -848 shares

    0.81% of the 13F portfolio, value $14,718,000.

    13F-HR 0001133197-21-000006 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 90,761 shares
    Change vs previous 13F -401 shares

    0.81% of the 13F portfolio, value $14,117,000.

    13F-HR 0001133197-21-000004 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 91,162 shares
    Change vs previous 13F -44 shares

    0.95% of the 13F portfolio, value $13,878,000.

    13F-HR 0001133197-21-000003 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 91,206 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $11,590,000.

    13F-HR 0001133197-21-000001 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

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