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Geneva Advisors, LLC: JPM position timeline

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

Geneva Advisors, LLC held 1,677,445 JPM shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 1,677,445 shares
    Change vs previous 13F +27,986 shares

    2.64% of the 13F portfolio, value $153,319,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-03-31
    13F 1,649,459 shares
    Change vs previous 13F +12,081 shares

    2.59% of the 13F portfolio, value $144,888,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F 1,637,378 shares
    Change vs previous 13F -23,732 shares

    2.76% of the 13F portfolio, value $141,289,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 1,661,110 shares
    Change vs previous 13F -18,796 shares

    2.08% of the 13F portfolio, value $110,613,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 1,679,906 shares
    Change vs previous 13F +37,040 shares

    2.06% of the 13F portfolio, value $104,389,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 1,642,866 shares
    Change vs previous 13F -270,676 shares

    1.96% of the 13F portfolio, value $97,291,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F 1,913,542 shares
    Change vs previous 13F +171,808 shares

    2.43% of the 13F portfolio, value $126,351,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 1,741,734 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $106,194,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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