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Disclosery

Rikoon Group, LLC: JPM position timeline

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

Rikoon Group, LLC held 9,313 JPM shares at 2021-03-31 per its 13F-HR filed 2021-05-14.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 9,313 shares
    Change vs previous 13F +212 shares

    0.38% of the 13F portfolio, value $1,418,000.

    13F-HR 0001085146-21-001628 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F/A 9,101 shares
    Change vs previous 13F -697 shares

    0.32% of the 13F portfolio, value $1,156,000.

    13F-HR/A 0001085146-21-000890 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 9,798 shares
    Change vs previous 13F -305 shares

    0.29% of the 13F portfolio, value $943,000.

    13F-HR 0001085146-20-002642 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 10,103 shares
    Change vs previous 13F -11 shares

    0.32% of the 13F portfolio, value $950,000.

    13F-HR 0001085146-20-002052 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 10,114 shares
    Change vs previous 13F -271 shares

    0.38% of the 13F portfolio, value $911,000.

    13F-HR 0001085146-20-001270 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 10,385 shares
    Change vs previous 13F -70 shares

    0.5% of the 13F portfolio, value $1,448,000.

    13F-HR 0001085146-20-000223 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 10,455 shares
    Change vs previous 13F +5 shares

    0.46% of the 13F portfolio, value $1,230,000.

    13F-HR 0001085146-19-002708 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 10,450 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,168,000.

    13F-HR 0001085146-19-002118 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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