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Disclosery

Simplicity Solutions, LLC: JPM position timeline

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

Simplicity Solutions, LLC held 96,146 JPM shares at 2023-12-31 per its 13F-HR filed 2024-01-29.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 96,146 shares
    Change vs previous 13F +2,537 shares

    0.45% of the 13F portfolio, value $16,354,296.

    13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 93,609 shares
    Change vs previous 13F -8,683 shares

    0.44% of the 13F portfolio, value $13,575,060.

    13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 102,292 shares
    Change vs previous 13F +3,288 shares

    0.41% of the 13F portfolio, value $14,877,242.

    13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 99,004 shares
    Change vs previous 13F +61,797 shares

    0.34% of the 13F portfolio, value $12,901,134.

    13F-HR 0001062993-23-009561 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 37,207 shares
    Change vs previous 13F +3,513 shares

    0.68% of the 13F portfolio, value $4,989,478.

    13F-HR 0001062993-23-001965 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 33,694 shares
    Change vs previous 13F +4,158 shares

    0.51% of the 13F portfolio, value $3,521,000.

    13F-HR 0001062993-22-020718 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 29,536 shares
    Change vs previous 13F +7,450 shares

    0.43% of the 13F portfolio, value $3,326,000.

    13F-HR 0001062993-22-016474 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 22,086 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,011,000.

    13F-HR 0001062993-22-013078 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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