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Disclosery

HM Capital Management, LLC: JPM position timeline

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

HM Capital Management, LLC held 9,276 JPM shares at 2022-09-30 per its 13F-HR filed 2022-11-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 9,276 shares
    Change vs previous 13F +1 shares

    0.58% of the 13F portfolio, value $969,000.

    13F-HR 0001085146-22-003805 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 9,275 shares
    Change vs previous 13F +6,055 shares

    0.58% of the 13F portfolio, value $1,045,000.

    13F-HR 0001085146-22-002883 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 3,220 shares
    Change vs previous 13F -171 shares

    0.16% of the 13F portfolio, value $439,000.

    13F-HR 0001085146-22-001997 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 3,391 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $537,000.

    13F-HR 0001085146-22-000413 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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