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Kovitz Investment Group, LLC: JPM position timeline

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

Kovitz Investment Group, LLC held 1,039,923 JPM shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 1,039,923 shares
    Change vs previous 13F -30,332 shares

    4.24% of the 13F portfolio, value $68,666,000.

    13F-HR 0001398344-16-009921 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 1,070,255 shares
    Change vs previous 13F -42,179 shares

    3.85% of the 13F portfolio, value $65,253,000.

    13F-HR 0001398344-15-008088 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 1,112,434 shares
    Change vs previous 13F -53,959 shares

    4.24% of the 13F portfolio, value $75,378,000.

    13F-HR 0001398344-15-005336 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 1,166,393 shares
    Change vs previous 13F -40,165 shares

    3.96% of the 13F portfolio, value $70,660,000.

    13F-HR 0001398344-15-003329 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 1,206,558 shares
    Change vs previous 13F -3,832 shares

    3.73% of the 13F portfolio, value $75,506,000.

    13F-HR 0001398344-15-001054 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 1,210,390 shares
    Change vs previous 13F +13,266 shares

    3.78% of the 13F portfolio, value $72,847,000.

    13F-HR 0001398344-14-005916 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 1,197,124 shares
    Change vs previous 13F +132,527 shares

    3.64% of the 13F portfolio, value $68,978,000.

    13F-HR 0001398344-14-004198 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 1,064,597 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $64,474,000.

    13F-HR 0001398344-14-002834 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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