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Patriot Wealth Management, Inc.: JPM position timeline

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

Patriot Wealth Management, Inc. held 112,071 JPM shares at 2018-12-31 per its 13F-HR filed 2019-01-07.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 112,071 shares
    Change vs previous 13F -2,708 shares

    1.6% of the 13F portfolio, value $10,940,000.

    13F-HR 0001567619-19-000658 filed by Patriot Wealth 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 ended2018-09-30
    13F 114,779 shares
    Change vs previous 13F +2,547 shares

    1.63% of the 13F portfolio, value $12,952,000.

    13F-HR 0001567619-18-004110 filed by Patriot Wealth 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 ended2018-06-30
    13F 112,232 shares
    Change vs previous 13F +2,590 shares

    1.61% of the 13F portfolio, value $11,695,000.

    13F-HR 0001140361-18-033112 filed by Patriot Wealth 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 ended2018-03-31
    13F 109,642 shares
    Change vs previous 13F +2,509 shares

    1.72% of the 13F portfolio, value $12,057,000.

    13F-HR 0001140361-18-018983 filed by Patriot Wealth 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 ended2017-12-31
    13F 107,133 shares
    Change vs previous 13F +1,531 shares

    1.62% of the 13F portfolio, value $11,457,000.

    13F-HR 0001140361-18-001620 filed by Patriot Wealth 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 ended2017-09-30
    13F 105,602 shares
    Change vs previous 13F -41,260 shares

    1.63% of the 13F portfolio, value $10,086,000.

    13F-HR 0001140361-17-040869 filed by Patriot Wealth 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 ended2017-06-30
    13F 146,862 shares
    Change vs previous 13F +27,318 shares

    2.25% of the 13F portfolio, value $13,423,000.

    13F-HR 0001140361-17-028235 filed by Patriot Wealth 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 ended2017-03-31
    13F 119,544 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $10,501,000.

    13F-HR 0001140361-17-016381 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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