Frontier Wealth Management LLC: JPM position timeline

Frontier Wealth Management LLC held 69,689 JPM shares at 2022-06-30 per its 13F-HR/A filed 2022-08-15.

the latest 13F is the newest step

1. period ended2022-06-30

   13F/A 69,689 shares

   Change vs previous 13F +6,574 shares

   0.57% of the 13F portfolio, value $7,848,000.

   13F-HR/A 0001085146-22-003057 filed by Frontier Wealth Management LLC
   Filed 2022-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

2. period ended2022-03-31

   13F 63,115 shares

   Change vs previous 13F -1,854 shares

   0.1% of the 13F portfolio, value $8,302,000.

   13F-HR 0001085146-22-002076 filed by Frontier Wealth Management LLC
   Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

3. period ended2021-12-31

   13F 64,969 shares

   Change vs previous 13F +6,085 shares

   0.68% of the 13F portfolio, value $10,288,000.

   13F-HR 0001085146-22-000509 filed by Frontier Wealth Management LLC
   Filed 2022-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

4. period ended2021-09-30

   13F 58,884 shares

   Change vs previous 13F +2,829 shares

   0.67% of the 13F portfolio, value $9,639,000.

   13F-HR 0001085146-21-003136 filed by Frontier Wealth Management LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

5. period ended2021-06-30

   13F 56,055 shares

   Change vs previous 13F -417 shares

   0.61% of the 13F portfolio, value $8,719,000.

   13F-HR 0001085146-21-002471 filed by Frontier Wealth Management LLC
   Filed 2021-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

6. period ended2021-03-31

   13F 56,472 shares

   Change vs previous 13F +2,894 shares

   0.66% of the 13F portfolio, value $8,597,000.

   13F-HR 0001085146-21-001775 filed by Frontier Wealth Management LLC
   Filed 2021-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

7. period ended2020-12-31

   13F 53,578 shares

   Change vs previous 13F -6,006 shares

   0.56% of the 13F portfolio, value $6,808,000.

   13F-HR 0001085146-21-000993 filed by Frontier Wealth Management LLC
   Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

8. period ended2020-09-30

   13F 59,584 shares

   Change vs previous 13F not available

   0.53% of the 13F portfolio, value $5,736,000.

   13F-HR 0001085146-20-002949 filed by Frontier Wealth Management LLC
   Filed 2020-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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