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Disclosery

LifePro Asset Management: JPM position timeline

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

LifePro Asset Management held 4,799 JPM shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 4,799 shares
    Change vs previous 13F -1,488 shares

    0.62% of the 13F portfolio, value $1,011,917.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 6,287 shares
    Change vs previous 13F -168 shares

    0.91% of the 13F portfolio, value $1,271,533.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 6,455 shares
    Change vs previous 13F +295 shares

    0.85% of the 13F portfolio, value $1,292,862.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 6,160 shares
    Change vs previous 13F +4,643 shares

    0.81% of the 13F portfolio, value $1,047,745.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 1,517 shares
    Change vs previous 13F +136 shares

    0.18% of the 13F portfolio, value $220,008.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 1,381 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $200,849.

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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