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Disclosery

Li Winifred I: JPM position timeline

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

Li Winifred I held 22,038 JPM shares at 2014-12-31 per its 13F-HR filed 2015-02-19.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 22,038 shares
    Change vs previous 13F -1,437 shares

    1.3% of the 13F portfolio, value $1,380,000.

    13F-HR 0000950123-15-003552 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-09-30
    13F 23,475 shares
    Change vs previous 13F -5,035 shares

    1.35% of the 13F portfolio, value $1,414,000.

    13F-HR 0000950123-14-010358 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-06-30
    13F 28,510 shares
    Change vs previous 13F -159 shares

    1.4% of the 13F portfolio, value $1,642,000.

    13F-HR 0000950123-14-009701 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 28,669 shares
    Change vs previous 13F +444 shares

    1.51% of the 13F portfolio, value $1,740,000.

    13F-HR 0000950123-14-006797 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-12-31
    13F 28,225 shares
    Change vs previous 13F +449 shares

    1.42% of the 13F portfolio, value $1,650,000.

    13F-HR 0000950123-14-001162 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-09-30
    13F 27,776 shares
    Change vs previous 13F +7,630 shares

    1.33% of the 13F portfolio, value $1,436,000.

    13F-HR 0000950123-13-009982 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2013-06-30
    13F 20,146 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,064,000.

    13F-HR 0000950123-13-005411 filed by Li Winifred I
    Filed (acceptance time not in the bulk data set), ingested

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