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Apex Capital Management: JPM position timeline

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

Apex Capital Management held 70,959 JPM shares at 2016-03-31 per its 13F-HR filed 2016-04-27.

the latest 13F is the newest step

  1. period ended2016-03-31
    13F 70,959 shares
    Change vs previous 13F -7,514 shares

    0.09% of the 13F portfolio, value $4,202,000.

    13F-HR 0001062993-16-009243 filed by Apex Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-12-31
    13F 78,473 shares
    Change vs previous 13F -639 shares

    0.12% of the 13F portfolio, value $5,182,000.

    13F-HR 0001062993-16-007176 filed by Apex Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-09-30
    13F 79,112 shares
    Change vs previous 13F -6,803 shares

    0.11% of the 13F portfolio, value $4,823,000.

    13F-HR 0001062993-15-005536 filed by Apex Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-06-30
    13F 85,915 shares
    Change vs previous 13F -1,018 shares

    0.12% of the 13F portfolio, value $5,822,000.

    13F-HR 0001062993-15-003957 filed by Apex Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-03-31
    13F 86,933 shares
    Change vs previous 13F -5,172 shares

    0.12% of the 13F portfolio, value $5,266,000.

    13F-HR 0001062993-15-001935 filed by Apex Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-12-31
    13F 92,105 shares
    Change vs previous 13F -362 shares

    0.15% of the 13F portfolio, value $5,764,000.

    13F-HR 0001062993-15-000216 filed by Apex Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-09-30
    13F 92,467 shares
    Change vs previous 13F +3,749 shares

    0.17% of the 13F portfolio, value $5,570,000.

    13F-HR 0001062993-14-005973 filed by Apex Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-06-30
    13F 88,718 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,112,000.

    13F-HR 0001062993-14-004202 filed by Apex Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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