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Disclosery

First Trust Direct Indexing L.P.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Trust Direct Indexing L.P. on JPM, newest first. How the timeline and the estimate are built.

First Trust Direct Indexing L.P. held 0 JPM shares at 2024-12-31 per its 13F-HR filed 2025-01-23.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -84,882 shares

    13F-HR 0001085146-25-000424 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 84,882 shares
    Change vs previous 13F -3,450 shares

    0.96% of the 13F portfolio, value $17,898,210.

    13F-HR 0001085146-24-005169 filed by First Trust Direct Indexing L.P.
    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 88,332 shares
    Change vs previous 13F +10,720 shares

    1.1% of the 13F portfolio, value $17,866,070.

    13F-HR 0001085146-24-003475 filed by First Trust Direct Indexing L.P.
    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 77,612 shares
    Change vs previous 13F +6,049 shares

    1.16% of the 13F portfolio, value $15,545,665.

    13F-HR 0001085146-24-001933 filed by First Trust Direct Indexing L.P.
    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 71,563 shares
    Change vs previous 13F +9,119 shares

    1.09% of the 13F portfolio, value $12,172,838.

    13F-HR 0001085146-24-000750 filed by First Trust Direct Indexing L.P.
    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 62,444 shares
    Change vs previous 13F +2,099 shares

    1.04% of the 13F portfolio, value $9,055,606.

    13F-HR 0001085146-23-003973 filed by First Trust Direct Indexing L.P.
    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 60,345 shares
    Change vs previous 13F +2,351 shares

    0.98% of the 13F portfolio, value $8,776,604.

    13F-HR 0001085146-23-002686 filed by First Trust Direct Indexing L.P.
    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 57,994 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $7,557,140.

    13F-HR 0001085146-23-001899 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

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