Skip to content
Disclosery

FormulaFolio Investments, LLC: JPM position timeline

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

FormulaFolio Investments, LLC held 286 JPM shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 286 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $45,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 286 shares
    Change vs previous 13F -78,898 shares

    0.01% of the 13F portfolio, value $45,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 79,184 shares
    Change vs previous 13F +45,484 shares

    0.21% of the 13F portfolio, value $10,062,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 33,700 shares
    Change vs previous 13F +4,998 shares

    0.12% of the 13F portfolio, value $3,244,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 28,702 shares
    Change vs previous 13F +11,350 shares

    0.11% of the 13F portfolio, value $2,700,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 17,352 shares
    Change vs previous 13F -344 shares

    0.08% of the 13F portfolio, value $1,562,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 17,696 shares
    Change vs previous 13F -755 shares

    0.09% of the 13F portfolio, value $2,467,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 18,451 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,171,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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