Skip to content
Disclosery

Meristem Family Wealth, LLC: JPM position timeline

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

Meristem Family Wealth, LLC held 25,273 JPM shares at 2022-03-31 per its 13F-HR filed 2022-05-11.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 25,273 shares
    Change vs previous 13F -5,111 shares

    0.37% of the 13F portfolio, value $3,445,000.

    13F-HR 0001085146-22-001973 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-12-31
    13F 30,384 shares
    Change vs previous 13F +122 shares

    0.41% of the 13F portfolio, value $4,811,000.

    13F-HR 0001085146-22-000802 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-09-30
    13F 30,262 shares
    Change vs previous 13F +16,169 shares

    0.48% of the 13F portfolio, value $4,954,000.

    13F-HR 0001085146-21-003293 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-06-30
    13F 14,093 shares
    Change vs previous 13F +4,068 shares

    0.35% of the 13F portfolio, value $2,192,000.

    13F-HR 0001085146-21-002244 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 10,025 shares
    Change vs previous 13F +7 shares

    0.31% of the 13F portfolio, value $1,526,000.

    13F-HR 0001085146-21-001565 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F 10,018 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,273,000.

    13F-HR 0001085146-21-000727 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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