EDGE ASSET MANAGEMENT, INC: JPM position timeline

EDGE ASSET MANAGEMENT, INC held 2,413,365 JPM shares at 2017-03-31 per its 13F-HR filed 2017-05-11.

the latest 13F is the newest step

1. period ended2017-03-31

   13F 2,413,365 shares

   Change vs previous 13F +319,887 shares

   1.6% of the 13F portfolio, value $211,990,000.

   13F-HR 0001126328-17-000121 filed by EDGE ASSET MANAGEMENT, INC
   Filed 2017-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

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

2. period ended2016-12-31

   13F 2,093,478 shares

   Change vs previous 13F -435,153 shares

   1.4% of the 13F portfolio, value $180,646,000.

   13F-HR 0001126328-17-000038 filed by EDGE ASSET MANAGEMENT, INC
   Filed 2017-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

3. period ended2016-09-30

   13F 2,528,631 shares

   Change vs previous 13F +24,024 shares

   1.41% of the 13F portfolio, value $168,381,000.

   13F-HR 0001126328-16-000593 filed by EDGE ASSET MANAGEMENT, INC
   Filed 2016-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

4. period ended2016-06-30

   13F 2,504,607 shares

   Change vs previous 13F -256,858 shares

   1.39% of the 13F portfolio, value $155,637,000.

   13F-HR 0001126328-16-000535 filed by EDGE ASSET MANAGEMENT, INC
   Filed 2016-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

5. period ended2016-03-31

   13F 2,761,465 shares

   Change vs previous 13F +20,226 shares

   1.57% of the 13F portfolio, value $163,534,000.

   13F-HR 0001126328-16-000465 filed by EDGE ASSET MANAGEMENT, INC
   Filed 2016-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

6. period ended2015-12-31

   13F 2,741,239 shares

   Change vs previous 13F -17,294 shares

   1.75% of the 13F portfolio, value $181,004,000.

   13F-HR 0001126328-16-000353 filed by EDGE ASSET MANAGEMENT, INC
   Filed 2016-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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

7. period ended2015-09-30

   13F 2,758,533 shares

   Change vs previous 13F -45,600 shares

   1.68% of the 13F portfolio, value $168,188,000.

   13F-HR 0001126328-15-000268 filed by EDGE ASSET MANAGEMENT, INC
   Filed 2015-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

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

8. period ended2015-06-30

   13F 2,804,133 shares

   Change vs previous 13F not available

   1.72% of the 13F portfolio, value $190,008,000.

   13F-HR 0001126328-15-000212 filed by EDGE ASSET MANAGEMENT, INC
   Filed 2015-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC

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