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Disclosery

WHITNELL & CO.: JPM position timeline

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

WHITNELL & CO. held 23,559 JPM shares at 2019-12-31 per its 13F-HR filed 2020-02-11.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 23,559 shares
    Change vs previous 13F -12 shares

    1.01% of the 13F portfolio, value $3,284,000.

    13F-HR 0001569173-20-000001 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F/A 23,571 shares
    Change vs previous 13F +15,257 shares

    0.93% of the 13F portfolio, value $2,774,000.

    13F-HR/A 0001569173-19-000005 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 8,314 shares
    Change vs previous 13F -567 shares

    0.35% of the 13F portfolio, value $930,000.

    13F-HR 0001569173-19-000003 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 8,881 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $899,000.

    13F-HR 0001569173-19-000002 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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