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Disclosery

Lourd Capital, LLC: JPM position timeline

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

Lourd Capital, LLC held 11,059 JPM shares at 2019-06-30 per its 13F-HR filed 2019-07-11.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 11,059 shares
    Change vs previous 13F +513 shares

    0.11% of the 13F portfolio, value $1,236,000.

    13F-HR 0001085146-19-001850 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-03-31
    13F 10,546 shares
    Change vs previous 13F -18,488 shares

    0.1% of the 13F portfolio, value $1,068,000.

    13F-HR 0001085146-19-001182 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-12-31
    13F 29,034 shares
    Change vs previous 13F +155 shares

    0.22% of the 13F portfolio, value $2,834,000.

    13F-HR 0001085146-19-000185 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-09-30
    13F 28,879 shares
    Change vs previous 13F +121 shares

    0.21% of the 13F portfolio, value $3,259,000.

    13F-HR 0001085146-18-002276 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-06-30
    13F 28,758 shares
    Change vs previous 13F +89 shares

    0.42% of the 13F portfolio, value $2,997,000.

    13F-HR 0001085146-18-001723 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-03-31
    13F 28,669 shares
    Change vs previous 13F -92 shares

    0.42% of the 13F portfolio, value $3,153,000.

    13F-HR 0001085146-18-001055 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-12-31
    13F 28,761 shares
    Change vs previous 13F +19,072 shares

    0.2% of the 13F portfolio, value $3,076,000.

    13F-HR 0001085146-18-000205 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-09-30
    13F 9,689 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $925,000.

    13F-HR 0001085146-17-002029 filed by Lourd Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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