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Disclosery

HYMAN CHARLES D: JPM position timeline

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

HYMAN CHARLES D held 185,884 JPM shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 185,884 shares
    Change vs previous 13F -287 shares

    2.1% of the 13F portfolio, value $37,597,000.

    13F-HR 0001135077-24-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 186,171 shares
    Change vs previous 13F -330 shares

    2.06% of the 13F portfolio, value $37,290,000.

    13F-HR 0001135077-24-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 186,501 shares
    Change vs previous 13F +442 shares

    1.9% of the 13F portfolio, value $31,724,000.

    13F-HR 0001135077-24-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 186,059 shares
    Change vs previous 13F +1,229 shares

    1.75% of the 13F portfolio, value $26,982,000.

    13F-HR 0001135077-23-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 184,830 shares
    Change vs previous 13F +980 shares

    1.69% of the 13F portfolio, value $26,882,000.

    13F-HR 0001135077-23-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 183,850 shares
    Change vs previous 13F +1,295 shares

    1.6% of the 13F portfolio, value $23,957,000.

    13F-HR 0001135077-23-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 182,555 shares
    Change vs previous 13F -25 shares

    1.67% of the 13F portfolio, value $24,481,000.

    13F-HR 0001135077-23-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 182,580 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $19,080,000.

    13F-HR 0001135077-22-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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