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KARPAS STRATEGIES, LLC: JPM position timeline

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

KARPAS STRATEGIES, LLC held 18,705 JPM shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 18,705 shares
    Change vs previous 13F +36 shares

    1.19% of the 13F portfolio, value $3,783,300.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    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 18,669 shares
    Change vs previous 13F +38 shares

    1.16% of the 13F portfolio, value $3,739,312.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    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 18,631 shares
    Change vs previous 13F -1,448 shares

    1.05% of the 13F portfolio, value $3,169,144.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    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 20,079 shares
    Change vs previous 13F -1,242 shares

    1.07% of the 13F portfolio, value $2,911,876.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    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 21,321 shares
    Change vs previous 13F -145 shares

    1.05% of the 13F portfolio, value $3,100,875.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    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 21,466 shares
    Change vs previous 13F -142 shares

    0.99% of the 13F portfolio, value $2,797,209.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    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 21,608 shares
    Change vs previous 13F +71 shares

    1.02% of the 13F portfolio, value $2,897,673.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    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 21,537 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,251,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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