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EMERSON INVESTMENT MANAGEMENT, LLC: JPM position timeline

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

EMERSON INVESTMENT MANAGEMENT, LLC held 141,096 JPM shares at 2016-03-31 per its 13F-HR filed 2016-05-09.

the latest 13F is the newest step

  1. period ended2016-03-31
    13F 141,096 shares
    Change vs previous 13F +1,725 shares

    1.58% of the 13F portfolio, value $8,356,000.

    13F-HR 0001172661-16-003190 filed by EMERSON INVESTMENT 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 ended2015-12-31
    13F 139,371 shares
    Change vs previous 13F +48,766 shares

    1.8% of the 13F portfolio, value $9,203,000.

    13F-HR 0001172661-16-002449 filed by EMERSON INVESTMENT 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 ended2015-09-30
    13F 90,605 shares
    Change vs previous 13F -5,837 shares

    1.1% of the 13F portfolio, value $5,524,000.

    13F-HR 0001172661-15-001890 filed by EMERSON INVESTMENT 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 ended2015-06-30
    13F 96,442 shares
    Change vs previous 13F +4,285 shares

    1.22% of the 13F portfolio, value $6,535,000.

    13F-HR 0001172661-15-001467 filed by EMERSON INVESTMENT 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 ended2015-03-31
    13F 92,157 shares
    Change vs previous 13F +28 shares

    1.02% of the 13F portfolio, value $5,583,000.

    13F-HR 0001172661-15-001066 filed by EMERSON INVESTMENT 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 ended2014-12-31
    13F 92,129 shares
    Change vs previous 13F +4,840 shares

    1.12% of the 13F portfolio, value $5,765,000.

    13F-HR 0001172661-15-000340 filed by EMERSON INVESTMENT 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 ended2014-09-30
    13F 87,289 shares
    Change vs previous 13F +16,477 shares

    1.04% of the 13F portfolio, value $5,258,000.

    13F-HR 0001172661-14-001820 filed by EMERSON INVESTMENT 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 ended2014-06-30
    13F 70,812 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $4,080,000.

    13F-HR 0001172661-14-001342 filed by EMERSON INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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