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FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC: JPM position timeline

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

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC held 120,133 JPM shares at 2022-12-31 per its 13F-HR filed 2023-02-13.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 120,133 shares
    Change vs previous 13F -245 shares

    3.59% of the 13F portfolio, value $16,109,827.

    13F-HR 0001049650-23-000002 filed by FINANCIAL PARTNERS CAPITAL 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 ended2022-09-30
    13F 120,378 shares
    Change vs previous 13F +37 shares

    2.98% of the 13F portfolio, value $12,579,494.

    13F-HR 0001049650-23-000005 filed by FINANCIAL PARTNERS CAPITAL 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 ended2022-06-30
    13F 120,341 shares
    Change vs previous 13F +800 shares

    2.91% of the 13F portfolio, value $13,551,573.

    13F-HR 0001049650-23-000006 filed by FINANCIAL PARTNERS CAPITAL 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 ended2022-03-31
    13F 119,541 shares
    Change vs previous 13F +1,653 shares

    3.02% of the 13F portfolio, value $16,295,774.

    13F-HR 0001049650-23-000007 filed by FINANCIAL PARTNERS CAPITAL 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 ended2021-12-31
    13F 117,888 shares
    Change vs previous 13F -1,435 shares

    3.31% of the 13F portfolio, value $18,667,637.

    13F-HR 0001049650-23-000008 filed by FINANCIAL PARTNERS CAPITAL 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 ended2021-09-30
    13F 119,323 shares
    Change vs previous 13F -1,450 shares

    3.57% of the 13F portfolio, value $19,532,037.

    13F-HR 0001049650-23-000011 filed by FINANCIAL PARTNERS CAPITAL 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 ended2021-06-30
    13F 120,773 shares
    Change vs previous 13F -360 shares

    3.45% of the 13F portfolio, value $18,785,076.

    13F-HR 0001049650-23-000010 filed by FINANCIAL PARTNERS CAPITAL 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 ended2021-03-31
    13F 121,133 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $18,440,119.

    13F-HR 0001049650-23-000009 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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