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Disclosery

JOYN Advisors, Inc.: JPM position timeline

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

JOYN Advisors, Inc. held 8,956 JPM shares at 2020-03-31 per its 13F-HR filed 2020-04-30.

the latest 13F is the newest step

  1. period ended2020-03-31
    13F 8,956 shares
    Change vs previous 13F +461 shares

    0.27% of the 13F portfolio, value $806,000.

    13F-HR 0001765380-20-000039 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-12-31
    13F 8,495 shares
    Change vs previous 13F -126 shares

    0.25% of the 13F portfolio, value $1,184,000.

    13F-HR 0001765380-20-000009 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-09-30
    13F 8,621 shares
    Change vs previous 13F -2,017 shares

    0.22% of the 13F portfolio, value $1,015,000.

    13F-HR 0001765380-19-000117 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-06-30
    13F 10,638 shares
    Change vs previous 13F +2,532 shares

    0.26% of the 13F portfolio, value $1,166,000.

    13F-HR 0001765380-19-000092 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-03-31
    13F 8,106 shares
    Change vs previous 13F -2,162 shares

    0.19% of the 13F portfolio, value $821,000.

    13F-HR 0001765380-19-000058 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-12-31
    13F 10,268 shares
    Change vs previous 13F -723 shares

    0.23% of the 13F portfolio, value $1,002,000.

    13F-HR 0000909012-19-000025 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-09-30
    13F 10,991 shares
    Change vs previous 13F +34 shares

    0.23% of the 13F portfolio, value $1,240,000.

    13F-HR 0000909012-18-000145 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-06-30
    13F 10,957 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,142,000.

    13F-HR 0000909012-18-000111 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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