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Disclosery

Naples Money Management LLC: JPM position timeline

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

Naples Money Management LLC held 1,400 JPM shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,400 shares
    Change vs previous 13F +20 shares

    0.25% of the 13F portfolio, value $295,294.

    13F-HR 0002008660-24-000005 filed by Naples Money Management LLC
    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 1,380 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $283,609.

    13F-HR 0002008660-24-000004 filed by Naples Money Management LLC
    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 1,380 shares
    Change vs previous 13F -13,500 shares

    0.28% of the 13F portfolio, value $276,500.

    13F-HR 0002008660-24-000003 filed by Naples Money Management LLC
    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 14,880 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $2,531,161.

    13F-HR 0002008660-24-000001 filed by Naples Money Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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