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Disclosery

Homrich & Berg: JPM position timeline

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

Homrich & Berg held 42,629 JPM shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 42,629 shares
    Change vs previous 13F -2,501 shares

    0.16% of the 13F portfolio, value $6,978,000.

    13F-HR 0001172661-21-002424 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 45,130 shares
    Change vs previous 13F +17,078 shares

    0.16% of the 13F portfolio, value $7,020,000.

    13F-HR 0001172661-21-001584 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 28,052 shares
    Change vs previous 13F +299 shares

    0.11% of the 13F portfolio, value $4,270,000.

    13F-HR 0001172661-21-001353 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 27,753 shares
    Change vs previous 13F -1,637 shares

    0.1% of the 13F portfolio, value $3,527,000.

    13F-HR 0001172661-21-000801 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 29,390 shares
    Change vs previous 13F +795 shares

    0.1% of the 13F portfolio, value $2,829,000.

    13F-HR 0001172661-20-002087 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 28,595 shares
    Change vs previous 13F +2,178 shares

    0.11% of the 13F portfolio, value $2,690,000.

    13F-HR 0001172661-20-001674 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 26,417 shares
    Change vs previous 13F -1,313 shares

    0.13% of the 13F portfolio, value $2,378,000.

    13F-HR 0001172661-20-001163 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 27,730 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,866,000.

    13F-HR 0001172661-20-000445 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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