WealthTrust Fairport, LLC: JPM position timeline

WealthTrust Fairport, LLC held 98,278 JPM shares at 2019-03-31 per its 13F-HR filed 2019-05-15.

the latest 13F is the newest step

1. period ended2019-03-31

   13F 98,278 shares

   Change vs previous 13F -6,568 shares

   0.94% of the 13F portfolio, value $9,949,000.

   13F-HR 0001427806-19-000003 filed by WealthTrust Fairport, LLC
   Filed 2019-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

2. period ended2018-12-31

   13F 104,846 shares

   Change vs previous 13F +375 shares

   1.07% of the 13F portfolio, value $10,235,000.

   13F-HR 0001427806-19-000002 filed by WealthTrust Fairport, LLC
   Filed 2019-02-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

3. period ended2018-09-30

   13F 104,471 shares

   Change vs previous 13F -673 shares

   1.09% of the 13F portfolio, value $11,788,000.

   13F-HR 0001427806-18-000005 filed by WealthTrust Fairport, LLC
   Filed 2018-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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

4. period ended2018-06-30

   13F 105,144 shares

   Change vs previous 13F -1,347 shares

   1.07% of the 13F portfolio, value $10,956,000.

   13F-HR 0001427806-18-000004 filed by WealthTrust Fairport, LLC
   Filed 2018-08-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

5. period ended2018-03-31

   13F 106,491 shares

   Change vs previous 13F -5,694 shares

   1.17% of the 13F portfolio, value $11,711,000.

   13F-HR 0001427806-18-000003 filed by WealthTrust Fairport, LLC
   Filed 2018-06-05 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

6. period ended2017-12-31

   13F 112,185 shares

   Change vs previous 13F -733 shares

   1.21% of the 13F portfolio, value $11,997,000.

   13F-HR 0001427806-18-000002 filed by WealthTrust Fairport, LLC
   Filed 2018-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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

7. period ended2017-09-30

   13F 112,918 shares

   Change vs previous 13F -559 shares

   1.14% of the 13F portfolio, value $10,785,000.

   13F-HR 0001427806-17-000006 filed by WealthTrust Fairport, LLC
   Filed 2017-11-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

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

8. period ended2017-06-30

   13F 113,477 shares

   Change vs previous 13F not available

   1.14% of the 13F portfolio, value $10,372,000.

   13F-HR 0001427806-17-000004 filed by WealthTrust Fairport, LLC
   Filed 2017-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

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