SWARTHMORE GROUP INC: JPM position timeline

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

SWARTHMORE GROUP INC held 2,696 JPM shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

period ended2022-06-30
13F 2,696 shares
Change vs previous 13F -43,284 shares
0.12% of the 13F portfolio, value $304,000.
13F-HR 0001062993-22-016545 filed by SWARTHMORE GROUP INC
Filed 2022-07-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 45,980 shares
Change vs previous 13F -1,079 shares
1.6% of the 13F portfolio, value $6,268,000.
13F-HR 0001062993-22-010012 filed by SWARTHMORE GROUP INC
Filed 2022-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 47,059 shares
Change vs previous 13F +7,203 shares
1.77% of the 13F portfolio, value $7,452,000.
13F-HR 0001062993-22-001200 filed by SWARTHMORE GROUP INC
Filed 2022-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 39,856 shares
Change vs previous 13F 0 shares
1.6% of the 13F portfolio, value $6,199,000.
13F-HR 0001062993-21-011214 filed by SWARTHMORE GROUP INC
Filed 2021-11-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 39,856 shares
Change vs previous 13F not available
1.6% of the 13F portfolio, value $6,199,000.
13F-HR 0001062993-21-007192 filed by SWARTHMORE GROUP INC
Filed 2021-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).