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Disclosery

First Personal Financial Services: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Personal Financial Services on JPM, newest first. How the timeline and the estimate are built.

First Personal Financial Services held 36,060 JPM shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 36,060 shares
    Change vs previous 13F -737 shares

    1.61% of the 13F portfolio, value $7,603,701.

    13F-HR 0001633869-24-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 36,797 shares
    Change vs previous 13F -157 shares

    1.68% of the 13F portfolio, value $7,442,600.

    13F-HR 0001633869-24-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 36,954 shares
    Change vs previous 13F -302 shares

    1.72% of the 13F portfolio, value $7,401,933.

    13F-HR 0001633869-24-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 37,256 shares
    Change vs previous 13F +505 shares

    1.54% of the 13F portfolio, value $6,337,241.

    13F-HR 0001633869-24-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 36,751 shares
    Change vs previous 13F -603 shares

    1.39% of the 13F portfolio, value $5,329,574.

    13F-HR 0001633869-23-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 37,354 shares
    Change vs previous 13F -142 shares

    1.35% of the 13F portfolio, value $5,432,766.

    13F-HR 0001633869-23-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 37,496 shares
    Change vs previous 13F +2,700 shares

    1.27% of the 13F portfolio, value $4,886,145.

    13F-HR 0001633869-23-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 34,796 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $4,666,095.

    13F-HR 0001633869-23-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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