Williams Jones & Associates LLC: JPM position timeline

Williams Jones & Associates LLC held 528,662 JPM shares at 2019-06-30 per its 13F-HR filed 2019-08-14.

the latest 13F is the newest step

1. period ended2019-06-30

   13F 528,662 shares

   Change vs previous 13F -626 shares

   1.23% of the 13F portfolio, value $59,104,000.

   13F-HR 0001104659-19-045786 filed by Williams Jones & Associates LLC
   Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

2. period ended2019-03-31

   13F 529,288 shares

   Change vs previous 13F -1,292 shares

   1.19% of the 13F portfolio, value $53,580,000.

   13F-HR 0001104659-19-029128 filed by Williams Jones & Associates LLC
   Filed 2019-05-14 (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).

3. period ended2018-12-31

   13F 530,580 shares

   Change vs previous 13F -2,208 shares

   1.4% of the 13F portfolio, value $51,795,000.

   13F-HR 0001104659-19-008445 filed by Williams Jones & Associates LLC
   Filed 2019-02-14 (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).

4. period ended2018-09-30

   13F 532,788 shares

   Change vs previous 13F +2,335 shares

   1.21% of the 13F portfolio, value $60,120,000.

   13F-HR 0001104659-18-068252 filed by Williams Jones & Associates LLC
   Filed 2018-11-14 (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).

5. period ended2018-06-30

   13F 530,453 shares

   Change vs previous 13F -401 shares

   1.22% of the 13F portfolio, value $55,273,000.

   13F-HR 0001104659-18-051756 filed by Williams Jones & Associates LLC
   Filed 2018-08-14 (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).

6. period ended2018-03-31

   13F 530,854 shares

   Change vs previous 13F +12,037 shares

   1.35% of the 13F portfolio, value $58,378,000.

   13F-HR 0001104659-18-033307 filed by Williams Jones & Associates LLC
   Filed 2018-05-15 (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).

7. period ended2017-12-31

   13F 518,817 shares

   Change vs previous 13F +26,276 shares

   1.26% of the 13F portfolio, value $55,482,000.

   13F-HR 0001104659-18-009368 filed by Williams Jones & Associates LLC
   Filed 2018-02-14 (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).

8. period ended2017-09-30

   13F 492,541 shares

   Change vs previous 13F not available

   1.16% of the 13F portfolio, value $47,043,000.

   13F-HR 0001104659-17-068370 filed by Williams Jones & Associates LLC
   Filed 2017-11-14 (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).