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TRADITION CAPITAL MANAGEMENT LLC: JPM position timeline

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

TRADITION CAPITAL MANAGEMENT LLC held 73,044 JPM shares at 2019-03-31 per its 13F-HR filed 2019-05-07.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 73,044 shares
    Change vs previous 13F +4,448 shares

    2.01% of the 13F portfolio, value $7,394,000.

    13F-HR 0001166385-19-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 68,596 shares
    Change vs previous 13F +3,470 shares

    2.09% of the 13F portfolio, value $6,696,000.

    13F-HR 0001166385-19-000002 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 65,126 shares
    Change vs previous 13F -550 shares

    1.92% of the 13F portfolio, value $7,348,000.

    13F-HR 0001166385-18-000008 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 65,676 shares
    Change vs previous 13F -741 shares

    1.94% of the 13F portfolio, value $6,843,000.

    13F-HR 0001166385-18-000006 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 66,417 shares
    Change vs previous 13F +1,377 shares

    2.09% of the 13F portfolio, value $7,303,000.

    13F-HR 0001166385-18-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 65,040 shares
    Change vs previous 13F -1,014 shares

    1.89% of the 13F portfolio, value $6,955,000.

    13F-HR 0001166385-18-000002 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 66,054 shares
    Change vs previous 13F +783 shares

    2.04% of the 13F portfolio, value $6,309,000.

    13F-HR 0001580642-17-005876 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 65,271 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $5,966,000.

    13F-HR 0001580642-17-004300 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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