Skip to content
Disclosery

New Potomac Partners, LLC: JPM position timeline

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

New Potomac Partners, LLC held 15,978 JPM shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 15,978 shares
    Change vs previous 13F -270 shares

    1.73% of the 13F portfolio, value $3,369,170.

    13F-HR 0001731466-24-000004 filed by New Potomac Partners, 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 16,248 shares
    Change vs previous 13F -1,127 shares

    1.8% of the 13F portfolio, value $3,286,368.

    13F-HR 0001731466-24-000002 filed by New Potomac Partners, 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 17,375 shares
    Change vs previous 13F -1,673 shares

    1.93% of the 13F portfolio, value $3,480,259.

    13F-HR 0001731466-24-000001 filed by New Potomac Partners, 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 19,048 shares
    Change vs previous 13F +1,556 shares

    1.93% of the 13F portfolio, value $3,240,105.

    13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
    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 17,492 shares
    Change vs previous 13F -104 shares

    1.75% of the 13F portfolio, value $2,536,690.

    13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
    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 17,596 shares
    Change vs previous 13F -1,293 shares

    1.69% of the 13F portfolio, value $2,559,163.

    13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
    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 18,889 shares
    Change vs previous 13F -259 shares

    1.71% of the 13F portfolio, value $2,461,426.

    13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
    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 19,148 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,567,747.

    13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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