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Disclosery

Gerstein Fisher: JPM position timeline

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

Gerstein Fisher held 30,228 JPM shares at 2016-09-30 per its 13F-HR filed 2016-11-15.

the latest 13F is the newest step

  1. period ended2016-09-30
    13F 30,228 shares
    Change vs previous 13F +3,629 shares

    0.25% of the 13F portfolio, value $2,013,000.

    13F-HR 0001527198-16-000014 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-06-30
    13F 26,599 shares
    Change vs previous 13F +1,507 shares

    0.22% of the 13F portfolio, value $1,653,000.

    13F-HR 0001527198-16-000013 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-03-31
    13F 25,092 shares
    Change vs previous 13F -1,330 shares

    0.2% of the 13F portfolio, value $1,486,000.

    13F-HR 0001527198-16-000012 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-12-31
    13F 26,422 shares
    Change vs previous 13F -980 shares

    0.24% of the 13F portfolio, value $1,745,000.

    13F-HR 0001527198-16-000011 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-09-30
    13F 27,402 shares
    Change vs previous 13F -2,812 shares

    0.25% of the 13F portfolio, value $1,671,000.

    13F-HR 0001527198-15-000007 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-06-30
    13F/A 30,214 shares
    Change vs previous 13F +3,130 shares

    0.33% of the 13F portfolio, value $2,047,000.

    13F-HR/A 0001527198-15-000009 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-03-31
    13F/A 27,084 shares
    Change vs previous 13F +448 shares

    0.27% of the 13F portfolio, value $1,641,000.

    13F-HR/A 0001527198-15-000008 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-12-31
    13F 26,636 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,667,000.

    13F-HR 0001527198-15-000002 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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