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Disclosery

CAMBRIDGE TRUST CO: JEPI position timeline

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

CAMBRIDGE TRUST CO held 580,914 JEPI shares at 2024-03-31 per its 13F-HR filed 2024-05-30.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 580,914 shares
    Change vs previous 13F -216,387 shares

    1.27% of the 13F portfolio, value $33,611,675.

    13F-HR 0001074272-24-000004 filed by CAMBRIDGE TRUST CO
    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 797,301 shares
    Change vs previous 13F +12,660 shares

    1.83% of the 13F portfolio, value $43,835,609.

    13F-HR 0001074272-24-000002 filed by CAMBRIDGE TRUST CO
    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 784,641 shares
    Change vs previous 13F -2,038 shares

    1.94% of the 13F portfolio, value $42,025,372.

    13F-HR 0001074272-23-000013 filed by CAMBRIDGE TRUST CO
    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 786,679 shares
    Change vs previous 13F +12,309 shares

    1.97% of the 13F portfolio, value $43,526,949.

    13F-HR 0001074272-23-000009 filed by CAMBRIDGE TRUST CO
    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 774,370 shares
    Change vs previous 13F +58,101 shares

    2.02% of the 13F portfolio, value $42,280,602.

    13F-HR 0001074272-23-000007 filed by CAMBRIDGE TRUST CO
    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 716,269 shares
    Change vs previous 13F +138,109 shares

    1.75% of the 13F portfolio, value $39,030,000.

    13F-HR 0001074272-23-000002 filed by CAMBRIDGE TRUST CO
    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 578,160 shares
    Change vs previous 13F +568,501 shares

    1.4% of the 13F portfolio, value $29,619,000.

    13F-HR 0001074272-22-000008 filed by CAMBRIDGE TRUST CO
    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 9,659 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $536,000.

    13F-HR 0001074272-22-000006 filed by CAMBRIDGE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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