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Disclosery

Parsec Financial Management, Inc.: JPM position timeline

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

Parsec Financial Management, Inc. held 248,975 JPM shares at 2023-03-31 per its 13F-HR filed 2023-04-06.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 248,975 shares
    Change vs previous 13F -8,399 shares

    1.37% of the 13F portfolio, value $32,443,978.

    13F-HR 0001349138-23-000004 filed by Parsec Financial 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 ended2022-12-31
    13F 257,374 shares
    Change vs previous 13F -13,730 shares

    1.54% of the 13F portfolio, value $34,513,849.

    13F-HR 0001349138-23-000001 filed by Parsec Financial 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 ended2022-09-30
    13F 271,104 shares
    Change vs previous 13F -26,585 shares

    1.42% of the 13F portfolio, value $28,330,000.

    13F-HR 0001349138-22-000005 filed by Parsec Financial 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 ended2022-06-30
    13F 297,689 shares
    Change vs previous 13F -7,270 shares

    1.63% of the 13F portfolio, value $33,523,000.

    13F-HR 0001349138-22-000004 filed by Parsec Financial 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 ended2022-03-31
    13F 304,959 shares
    Change vs previous 13F -1,964 shares

    1.77% of the 13F portfolio, value $41,572,000.

    13F-HR 0001349138-22-000003 filed by Parsec Financial 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 ended2021-12-31
    13F 306,923 shares
    Change vs previous 13F -3,163 shares

    2.01% of the 13F portfolio, value $48,601,000.

    13F-HR 0001349138-22-000002 filed by Parsec Financial 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 ended2021-09-30
    13F 310,086 shares
    Change vs previous 13F -6,315 shares

    2.21% of the 13F portfolio, value $52,026,000.

    13F-HR 0001349138-21-000006 filed by Parsec Financial 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 ended2021-06-30
    13F 316,401 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $49,213,000.

    13F-HR 0001349138-21-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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