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Disclosery

Kanaly Trust Co: JPM position timeline

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

Kanaly Trust Co held 15,051 JPM shares at 2016-12-31 per its 13F-HR filed 2017-01-23.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 15,051 shares
    Change vs previous 13F -3,649 shares

    0.28% of the 13F portfolio, value $1,299,000.

    13F-HR 0001085825-17-000003 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 18,700 shares
    Change vs previous 13F -2,468 shares

    0.26% of the 13F portfolio, value $1,245,000.

    13F-HR 0001085825-16-000023 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 21,168 shares
    Change vs previous 13F -269 shares

    0.27% of the 13F portfolio, value $1,315,000.

    13F-HR 0001085825-16-000021 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 21,437 shares
    Change vs previous 13F -622 shares

    0.26% of the 13F portfolio, value $1,269,000.

    13F-HR 0001085825-16-000019 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 22,059 shares
    Change vs previous 13F -95 shares

    0.3% of the 13F portfolio, value $1,457,000.

    13F-HR 0001085825-16-000015 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 22,154 shares
    Change vs previous 13F +11,435 shares

    0.3% of the 13F portfolio, value $1,351,000.

    13F-HR 0001085825-15-000011 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 10,719 shares
    Change vs previous 13F -2,890 shares

    0.14% of the 13F portfolio, value $726,000.

    13F-HR 0001085825-15-000008 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 13,609 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $824,000.

    13F-HR 0001085825-15-000006 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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