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Disclosery

Smith Asset Management Group LP: JPM position timeline

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

Smith Asset Management Group LP held 317,777 JPM shares at 2021-06-30 per its 13F-HR filed 2021-08-06.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 317,777 shares
    Change vs previous 13F +209 shares

    2.42% of the 13F portfolio, value $49,419,000.

    13F-HR 0001104659-21-101276 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 317,568 shares
    Change vs previous 13F +153,926 shares

    2.56% of the 13F portfolio, value $48,349,000.

    13F-HR 0001104659-21-062999 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 163,642 shares
    Change vs previous 13F -4,324 shares

    1.21% of the 13F portfolio, value $20,839,000.

    13F-HR 0001104659-21-016689 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 167,966 shares
    Change vs previous 13F -5,537 shares

    0.84% of the 13F portfolio, value $16,173,000.

    13F-HR 0001104659-20-121203 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 173,503 shares
    Change vs previous 13F -11,276 shares

    0.9% of the 13F portfolio, value $16,314,000.

    13F-HR 0001104659-20-091207 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 184,779 shares
    Change vs previous 13F +184,205 shares

    0.91% of the 13F portfolio, value $16,633,000.

    13F-HR 0001104659-20-060027 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 574 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $80,000.

    13F-HR 0001104659-20-010702 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 584 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $69,000.

    13F-HR 0001104659-19-062365 filed by Smith Asset Management Group LP
    Filed (acceptance time not in the bulk data set), ingested

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