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Disclosery

GUARDIAN CAPITAL ADVISORS LP: JPM position timeline

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

GUARDIAN CAPITAL ADVISORS LP held 97,850 JPM shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 97,850 shares
    Change vs previous 13F -457 shares

    2% of the 13F portfolio, value $20,258,864.

    13F-HR 0001062993-24-018776 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 98,307 shares
    Change vs previous 13F -3,741 shares

    2.18% of the 13F portfolio, value $20,428,195.

    13F-HR 0001062993-24-014901 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 102,048 shares
    Change vs previous 13F -4,682 shares

    1.98% of the 13F portfolio, value $18,376,804.

    13F-HR 0001062993-24-010180 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 106,730 shares
    Change vs previous 13F -6,759 shares

    1.91% of the 13F portfolio, value $18,359,695.

    13F-HR 0001062993-24-002369 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 113,489 shares
    Change vs previous 13F -6,160 shares

    1.86% of the 13F portfolio, value $16,586,417.

    13F-HR 0001062993-23-020645 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 119,649 shares
    Change vs previous 13F -5,762 shares

    2.02% of the 13F portfolio, value $17,725,999.

    13F-HR 0001062993-23-016410 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 125,411 shares
    Change vs previous 13F +109 shares

    1.86% of the 13F portfolio, value $16,115,314.

    13F-HR 0001062993-23-011129 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 125,302 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $17,478,376.

    13F-HR 0001062993-23-003346 filed by GUARDIAN CAPITAL ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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