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Wilson, Kemp & Associates, Inc.: JPM position timeline

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

Wilson, Kemp & Associates, Inc. held 5,357 JPM shares at 2014-09-30 per its 13F-HR filed 2014-10-20.

the latest 13F is the newest step

  1. period ended2014-09-30
    13F 5,357 shares
    Change vs previous 13F -3,925 shares

    2.95% of the 13F portfolio, value $323,000.

    13F-HR 0001529425-14-000004 filed by Wilson, Kemp & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-06-30
    13F 9,282 shares
    Change vs previous 13F +200 shares

    1.92% of the 13F portfolio, value $535,000.

    13F-HR 0001529425-14-000003 filed by Wilson, Kemp & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-03-31
    13F 9,082 shares
    Change vs previous 13F -7,506 shares

    1.43% of the 13F portfolio, value $551,000.

    13F-HR 0001529425-14-000002 filed by Wilson, Kemp & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2013-12-31
    13F 16,588 shares
    Change vs previous 13F +4,513 shares

    1.86% of the 13F portfolio, value $970,000.

    13F-HR 0001529425-14-000001 filed by Wilson, Kemp & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-09-30
    13F 12,075 shares
    Change vs previous 13F -26,280 shares

    1.37% of the 13F portfolio, value $624,000.

    13F-HR 0001529425-13-000005 filed by Wilson, Kemp & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-06-30
    13F 38,355 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $2,025,000.

    13F-HR 0001529425-13-000004 filed by Wilson, Kemp & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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