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Disclosery

USCA RIA LLC: JPM position timeline

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

USCA RIA LLC held 130,738 JPM shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 130,738 shares
    Change vs previous 13F +5,047 shares

    1.23% of the 13F portfolio, value $20,335,000.

    13F-HR 0001754960-21-000148 filed by USCA RIA LLC
    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 125,691 shares
    Change vs previous 13F +8,419 shares

    1.26% of the 13F portfolio, value $19,134,000.

    13F-HR 0001754960-21-000068 filed by USCA RIA LLC
    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 117,272 shares
    Change vs previous 13F -7,324 shares

    1.05% of the 13F portfolio, value $14,902,000.

    13F-HR 0001754960-21-000025 filed by USCA RIA LLC
    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 124,596 shares
    Change vs previous 13F +2,029 shares

    0.94% of the 13F portfolio, value $11,995,000.

    13F-HR 0001754960-20-000073 filed by USCA RIA LLC
    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 122,567 shares
    Change vs previous 13F +7,815 shares

    1.02% of the 13F portfolio, value $11,529,000.

    13F-HR 0001754960-20-000058 filed by USCA RIA LLC
    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/A 114,752 shares
    Change vs previous 13F +17,745 shares

    1.2% of the 13F portfolio, value $10,331,000.

    13F-HR/A 0001754960-20-000029 filed by USCA RIA LLC
    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 97,007 shares
    Change vs previous 13F -293 shares

    1.21% of the 13F portfolio, value $13,523,000.

    13F-HR 0001525212-20-000001 filed by USCA RIA LLC
    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/A 97,300 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $11,451,000.

    13F-HR/A 0001525212-19-000007 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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