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M&R CAPITAL MANAGEMENT INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M&R CAPITAL MANAGEMENT INC on JPM, newest first. How the timeline and the estimate are built.

M&R CAPITAL MANAGEMENT INC held 56,369 JPM shares at 2024-09-30 per its 13F-HR filed 2024-10-02.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 56,369 shares
    Change vs previous 13F +70 shares

    2.62% of the 13F portfolio, value $11,885,985.

    13F-HR 0001214659-24-016992 filed by M&R CAPITAL MANAGEMENT INC
    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 56,299 shares
    Change vs previous 13F +230 shares

    2.72% of the 13F portfolio, value $11,387,041.

    13F-HR 0001214659-24-011825 filed by M&R CAPITAL MANAGEMENT INC
    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 56,069 shares
    Change vs previous 13F -1,586 shares

    2.75% of the 13F portfolio, value $11,225,774.

    13F-HR 0001214659-24-005825 filed by M&R CAPITAL MANAGEMENT INC
    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 57,655 shares
    Change vs previous 13F -16 shares

    2.45% of the 13F portfolio, value $9,808,258.

    13F-HR 0001214659-24-000039 filed by M&R CAPITAL MANAGEMENT INC
    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 57,671 shares
    Change vs previous 13F +1,099 shares

    2.29% of the 13F portfolio, value $8,363,492.

    13F-HR 0001214659-23-013282 filed by M&R CAPITAL MANAGEMENT INC
    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 56,572 shares
    Change vs previous 13F +663 shares

    2.14% of the 13F portfolio, value $8,216,121.

    13F-HR 0001057395-23-000003 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 55,909 shares
    Change vs previous 13F +440 shares

    2.04% of the 13F portfolio, value $7,275,831.

    13F-HR 0001057395-23-000002 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 55,469 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $7,438,469.

    13F-HR 0001057395-23-000001 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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