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Jacobus Wealth Management, Inc.: JPM position timeline

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

Jacobus Wealth Management, Inc. held 194,771 JPM shares at 2017-09-30 per its 13F-HR filed 2017-10-31.

the latest 13F is the newest step

  1. period ended2017-09-30
    13F 194,771 shares
    Change vs previous 13F +595 shares

    4.87% of the 13F portfolio, value $18,603,000.

    13F-HR 0001140361-17-040251 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-06-30
    13F 194,176 shares
    Change vs previous 13F -22,303 shares

    4.79% of the 13F portfolio, value $17,748,000.

    13F-HR 0001140361-17-031805 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-03-31
    13F 216,479 shares
    Change vs previous 13F +180 shares

    5.33% of the 13F portfolio, value $19,016,000.

    13F-HR 0001140361-17-019254 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-12-31
    13F 216,299 shares
    Change vs previous 13F +388 shares

    5.46% of the 13F portfolio, value $18,664,000.

    13F-HR 0001140361-17-004415 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-09-30
    13F 215,911 shares
    Change vs previous 13F +2,116 shares

    4.19% of the 13F portfolio, value $14,378,000.

    13F-HR 0001140361-16-085304 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-06-30
    13F 213,795 shares
    Change vs previous 13F -10,921 shares

    4.05% of the 13F portfolio, value $13,285,000.

    13F-HR 0001140361-16-074945 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-03-31
    13F 224,716 shares
    Change vs previous 13F -255 shares

    3.89% of the 13F portfolio, value $13,308,000.

    13F-HR 0001140361-16-066615 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-12-31
    13F 224,971 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $14,855,000.

    13F-HR 0001140361-16-050572 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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