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KINGS POINT CAPITAL MANAGEMENT: JPM position timeline

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

KINGS POINT CAPITAL MANAGEMENT held 106,691 JPM shares at 2022-03-31 per its 13F-HR filed 2022-05-13.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 106,691 shares
    Change vs previous 13F +3,467 shares

    1.27% of the 13F portfolio, value $14,544,000.

    13F-HR 0001388736-22-000003 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-12-31
    13F 103,224 shares
    Change vs previous 13F -422 shares

    1.35% of the 13F portfolio, value $16,346,000.

    13F-HR 0001388736-22-000001 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-09-30
    13F 103,646 shares
    Change vs previous 13F +3,559 shares

    1.52% of the 13F portfolio, value $16,966,000.

    13F-HR 0001388736-21-000005 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-06-30
    13F/A 100,087 shares
    Change vs previous 13F -71 shares

    1.42% of the 13F portfolio, value $15,568,000.

    13F-HR/A 0001388736-21-000004 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 100,158 shares
    Change vs previous 13F +1,943 shares

    1.51% of the 13F portfolio, value $15,247,000.

    13F-HR 0001388736-21-000002 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F 98,215 shares
    Change vs previous 13F +3,239 shares

    1.33% of the 13F portfolio, value $12,480,000.

    13F-HR 0001388736-21-000001 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-09-30
    13F 94,976 shares
    Change vs previous 13F +4,901 shares

    1.14% of the 13F portfolio, value $9,143,000.

    13F-HR 0001388736-20-000005 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-06-30
    13F 90,075 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $8,472,000.

    13F-HR 0001388736-20-000004 filed by KINGS POINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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