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Ziegler Capital Management, LLC: JPM position timeline

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

Ziegler Capital Management, LLC held 112,428 JPM shares at 2024-03-31 per its 13F-HR filed 2024-05-15.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 112,428 shares
    Change vs previous 13F -31,570 shares

    0.85% of the 13F portfolio, value $22,257,082.

    13F-HR 0001307617-24-000004 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 143,998 shares
    Change vs previous 13F -6,431 shares

    1.11% of the 13F portfolio, value $24,505,423.

    13F-HR 0001172661-24-000196 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 150,429 shares
    Change vs previous 13F -6,183 shares

    0.87% of the 13F portfolio, value $21,815,263.

    13F-HR 0001172661-23-003411 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 156,612 shares
    Change vs previous 13F -3,682 shares

    0.87% of the 13F portfolio, value $22,777,868.

    13F-HR 0001172661-23-002615 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 160,294 shares
    Change vs previous 13F -4,853 shares

    0.82% of the 13F portfolio, value $20,879,582.

    13F-HR 0001172661-23-001834 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 165,147 shares
    Change vs previous 13F +22,778 shares

    0.93% of the 13F portfolio, value $22,209,444.

    13F-HR 0001172661-23-000275 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 142,369 shares
    Change vs previous 13F -3,673 shares

    0.65% of the 13F portfolio, value $14,905,000.

    13F-HR 0001172661-22-002236 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 146,042 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $16,446,000.

    13F-HR 0001172661-22-001650 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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