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Squar Milner Financial Services LLC: JPM position timeline

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

Squar Milner Financial Services LLC held 12,450 JPM shares at 2020-06-30 per its 13F-HR filed 2020-07-16.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 12,450 shares
    Change vs previous 13F +3,182 shares

    0.67% of the 13F portfolio, value $1,171,000.

    13F-HR 0001727592-20-000003 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-03-31
    13F 9,268 shares
    Change vs previous 13F -1,168 shares

    0.5% of the 13F portfolio, value $834,000.

    13F-HR 0001727592-20-000002 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-12-31
    13F 10,436 shares
    Change vs previous 13F -2,124 shares

    0.73% of the 13F portfolio, value $1,454,000.

    13F-HR 0001727592-20-000001 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-09-30
    13F/A 12,560 shares
    Change vs previous 13F +3,608 shares

    0.62% of the 13F portfolio, value $1,209,000.

    13F-HR/A 0001727592-20-000007 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-06-30
    13F 8,952 shares
    Change vs previous 13F +1,504 shares

    0.68% of the 13F portfolio, value $1,001,000.

    13F-HR 0001727592-19-000005 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-03-31
    13F 7,448 shares
    Change vs previous 13F +247 shares

    0.56% of the 13F portfolio, value $753,000.

    13F-HR 0001727592-19-000003 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-12-31
    13F 7,201 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $703,000.

    13F-HR 0001727592-19-000002 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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