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Disclosery

Eagle Ridge Investment Management: JPM position timeline

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

Eagle Ridge Investment Management held 69,862 JPM shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 69,862 shares
    Change vs previous 13F +709 shares

    1.46% of the 13F portfolio, value $16,746,533.

    13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment Management
    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 69,153 shares
    Change vs previous 13F -33 shares

    1.28% of the 13F portfolio, value $14,581,525.

    13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment Management
    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 69,186 shares
    Change vs previous 13F -620 shares

    1.3% of the 13F portfolio, value $13,993,487.

    13F-HR 0001062993-24-014046 filed by Eagle Ridge Investment Management
    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 69,806 shares
    Change vs previous 13F -1,982 shares

    1.29% of the 13F portfolio, value $13,982,069.

    13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment Management
    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 71,788 shares
    Change vs previous 13F +88 shares

    1.2% of the 13F portfolio, value $12,211,077.

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
    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 71,700 shares
    Change vs previous 13F -660 shares

    1.13% of the 13F portfolio, value $10,397,882.

    13F-HR 0001062993-23-019640 filed by Eagle Ridge Investment Management
    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 72,360 shares
    Change vs previous 13F -4,341 shares

    1.1% of the 13F portfolio, value $10,523,986.

    13F-HR 0001062993-23-014973 filed by Eagle Ridge Investment Management
    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 76,701 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $9,994,860.

    13F-HR 0001062993-23-009249 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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