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Disclosery

FMA ADVISORY INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FMA ADVISORY INC on JPM, newest first. How the timeline and the estimate are built.

FMA ADVISORY INC held 34,477 JPM shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 34,477 shares
    Change vs previous 13F -515 shares

    2.1% of the 13F portfolio, value $5,643,000.

    13F-HR 0001221073-21-000118 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 34,992 shares
    Change vs previous 13F +617 shares

    2.02% of the 13F portfolio, value $5,443,000.

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 34,375 shares
    Change vs previous 13F +435 shares

    1.62% of the 13F portfolio, value $5,233,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 33,940 shares
    Change vs previous 13F -91 shares

    1.44% of the 13F portfolio, value $4,313,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 34,031 shares
    Change vs previous 13F +926 shares

    1.31% of the 13F portfolio, value $3,276,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 33,105 shares
    Change vs previous 13F +195 shares

    1.4% of the 13F portfolio, value $3,114,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 32,910 shares
    Change vs previous 13F -359 shares

    1.61% of the 13F portfolio, value $2,963,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 33,269 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $4,638,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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