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Douglas C. Lane & Associates, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Douglas C. Lane & Associates, Inc. on JPM, newest first. How the timeline and the estimate are built.

Douglas C. Lane & Associates, Inc. held 411,216 JPM shares at 2015-12-31 per its 13F-HR filed 2016-01-25.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 411,216 shares
    Change vs previous 13F -10,721 shares

    0.74% of the 13F portfolio, value $27,153,000.

    13F-HR 0001004248-16-000008 filed by Douglas C. Lane & Associates, Inc.
    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 421,937 shares
    Change vs previous 13F +3,786 shares

    0.73% of the 13F portfolio, value $25,726,000.

    13F-HR 0001004248-15-000006 filed by Douglas C. Lane & Associates, Inc.
    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 418,151 shares
    Change vs previous 13F +1,545 shares

    0.76% of the 13F portfolio, value $28,334,000.

    13F-HR 0001004248-15-000005 filed by Douglas C. Lane & Associates, Inc.
    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 416,606 shares
    Change vs previous 13F +18,791 shares

    0.66% of the 13F portfolio, value $25,238,000.

    13F-HR 0001004248-15-000004 filed by Douglas C. Lane & Associates, Inc.
    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/A 397,815 shares
    Change vs previous 13F -1,705 shares

    0.67% of the 13F portfolio, value $24,895,000.

    13F-HR/A 0001004248-15-000003 filed by Douglas C. Lane & Associates, Inc.
    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 399,520 shares
    Change vs previous 13F -13,838 shares

    0.72% of the 13F portfolio, value $24,067,000.

    13F-HR 0001004248-14-000004 filed by Douglas C. Lane & Associates, Inc.
    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 413,358 shares
    Change vs previous 13F -13,534 shares

    0.72% of the 13F portfolio, value $23,818,000.

    13F-HR 0001004248-14-000003 filed by Douglas C. Lane & Associates, Inc.
    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 426,892 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $25,917,000.

    13F-HR 0001004248-14-000002 filed by Douglas C. Lane & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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