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Disclosery

GOODWIN DANIEL L: JPM position timeline

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

GOODWIN DANIEL L held 27,450 JPM shares at 2023-09-30 per its 13F-HR filed 2023-10-24.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 27,450 shares
    Change vs previous 13F -100 shares

    1.92% of the 13F portfolio, value $3,980,799.

    13F-HR 0001104659-23-110980 filed by GOODWIN DANIEL L
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 27,550 shares
    Change vs previous 13F 0 shares

    1.91% of the 13F portfolio, value $4,006,872.

    13F-HR 0001104659-23-083255 filed by GOODWIN DANIEL L
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 27,550 shares
    Change vs previous 13F -1,000 shares

    1.81% of the 13F portfolio, value $3,590,041.

    13F-HR 0001104659-23-047467 filed by GOODWIN DANIEL L
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 28,550 shares
    Change vs previous 13F 0 shares

    1.94% of the 13F portfolio, value $3,828,555.

    13F-HR 0001104659-23-005616 filed by GOODWIN DANIEL L
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 28,550 shares
    Change vs previous 13F +500 shares

    1.72% of the 13F portfolio, value $2,984,000.

    13F-HR 0001104659-22-109864 filed by GOODWIN DANIEL L
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 28,050 shares
    Change vs previous 13F -200 shares

    1.74% of the 13F portfolio, value $3,159,000.

    13F-HR 0001104659-22-081826 filed by GOODWIN DANIEL L
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 28,250 shares
    Change vs previous 13F +1,018 shares

    1.67% of the 13F portfolio, value $3,852,000.

    13F-HR 0001104659-22-048135 filed by GOODWIN DANIEL L
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 27,232 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $4,313,000.

    13F-HR 0001104659-22-006287 filed by GOODWIN DANIEL L
    Filed (acceptance time not in the bulk data set), ingested

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