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Partnervest Advisory Services LLC: JPM position timeline

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

Partnervest Advisory Services LLC held 29,800 JPM shares at 2020-09-30 per its 13F-HR filed 2020-11-03.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 29,800 shares
    Change vs previous 13F +3,384 shares

    0.91% of the 13F portfolio, value $2,869,000.

    13F-HR 0001532516-20-000006 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 26,416 shares
    Change vs previous 13F +1,291 shares

    0.94% of the 13F portfolio, value $2,485,000.

    13F-HR 0001532516-20-000004 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 25,125 shares
    Change vs previous 13F +199 shares

    1.02% of the 13F portfolio, value $2,262,000.

    13F-HR 0001532516-20-000002 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 24,926 shares
    Change vs previous 13F +2,957 shares

    1.27% of the 13F portfolio, value $3,475,000.

    13F-HR 0001085146-20-000381 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 21,969 shares
    Change vs previous 13F +4,785 shares

    0.93% of the 13F portfolio, value $2,586,000.

    13F-HR 0001085146-19-002863 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 17,184 shares
    Change vs previous 13F +855 shares

    0.76% of the 13F portfolio, value $1,921,000.

    13F-HR 0001085146-19-002141 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 16,329 shares
    Change vs previous 13F -4,391 shares

    0.69% of the 13F portfolio, value $1,653,000.

    13F-HR 0001085146-19-001449 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 20,720 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,023,000.

    13F-HR 0001085146-19-000298 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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