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PRIO WEALTH LIMITED PARTNERSHIP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on JPM, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 372,238 JPM shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 372,238 shares
    Change vs previous 13F -21,938 shares

    2.3% of the 13F portfolio, value $78,490,172.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    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 394,176 shares
    Change vs previous 13F -48,304 shares

    2.38% of the 13F portfolio, value $79,726,102.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    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 442,480 shares
    Change vs previous 13F +56,053 shares

    2.56% of the 13F portfolio, value $88,628,949.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    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 386,427 shares
    Change vs previous 13F -3,062 shares

    2.26% of the 13F portfolio, value $65,731,287.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    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 389,489 shares
    Change vs previous 13F -16,115 shares

    2.17% of the 13F portfolio, value $56,483,741.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    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 405,604 shares
    Change vs previous 13F -6,026 shares

    2.11% of the 13F portfolio, value $58,991,092.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    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 411,630 shares
    Change vs previous 13F -12,199 shares

    2.06% of the 13F portfolio, value $53,639,467.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    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 423,829 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $56,835,490.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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