Lenox Wealth Advisors, LLC: JPM position timeline

Lenox Wealth Advisors, LLC held 2,897 JPM shares at 2022-03-31 per its 13F-HR filed 2022-04-14.

the latest 13F is the newest step

1. period ended2022-03-31

   13F 2,897 shares

   Change vs previous 13F +11 shares

   0.05% of the 13F portfolio, value $387,000.

   13F-HR 0001104659-22-045789 filed by Lenox Wealth Advisors, LLC
   Filed 2022-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

2. period ended2021-12-31

   13F 2,886 shares

   Change vs previous 13F -188 shares

   0.05% of the 13F portfolio, value $457,000.

   13F-HR 0001104659-22-005204 filed by Lenox Wealth Advisors, LLC
   Filed 2022-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

3. period ended2021-09-30

   13F 3,074 shares

   Change vs previous 13F -156 shares

   0.06% of the 13F portfolio, value $503,000.

   13F-HR 0001104659-21-125087 filed by Lenox Wealth Advisors, LLC
   Filed 2021-10-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

4. period ended2021-06-30

   13F 3,230 shares

   Change vs previous 13F +904 shares

   0.06% of the 13F portfolio, value $502,000.

   13F-HR 0001104659-21-090049 filed by Lenox Wealth Advisors, LLC
   Filed 2021-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

5. period ended2021-03-31

   13F 2,326 shares

   Change vs previous 13F -449 shares

   0.05% of the 13F portfolio, value $354,000.

   13F-HR 0001104659-21-054726 filed by Lenox Wealth Advisors, LLC
   Filed 2021-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

6. period ended2020-12-31

   13F 2,775 shares

   Change vs previous 13F +723 shares

   0.05% of the 13F portfolio, value $353,000.

   13F-HR 0001104659-21-005101 filed by Lenox Wealth Advisors, LLC
   Filed 2021-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

7. period ended2020-09-30

   13F 2,052 shares

   Change vs previous 13F -134 shares

   0.03% of the 13F portfolio, value $198,000.

   13F-HR 0001104659-20-112957 filed by Lenox Wealth Advisors, LLC
   Filed 2020-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

8. period ended2020-06-30

   13F 2,186 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $206,000.

   13F-HR 0001104659-20-083299 filed by Lenox Wealth Advisors, LLC
   Filed 2020-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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