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Disclosery

Capital Bank & Trust Co: JPM position timeline

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

Capital Bank & Trust Co held 0 JPM shares at 2022-03-31 per its 13F-HR filed 2022-05-16.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -1,285 shares

    13F-HR 0001714524-22-000050 filed by Capital Bank & Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-12-31
    13F 1,285 shares
    Change vs previous 13F 0 shares

    6.45% of the 13F portfolio, value $203,000.

    13F-HR 0001422848-22-000220 filed by Capital Bank & 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 ended2021-09-30
    13F 1,285 shares
    Change vs previous 13F -1,150,160 shares

    7.1% of the 13F portfolio, value $210,000.

    13F-HR 0001422848-21-000164 filed by Capital Bank & 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 ended2021-06-30
    13F 1,151,445 shares
    Change vs previous 13F -31,583 shares

    2.08% of the 13F portfolio, value $179,096,000.

    13F-HR 0001422849-21-000171 filed by Capital Bank & 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 ended2021-03-31
    13F 1,183,028 shares
    Change vs previous 13F +14,473 shares

    2.14% of the 13F portfolio, value $180,092,000.

    13F-HR 0000732812-21-000007 filed by Capital Bank & 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 ended2020-12-31
    13F 1,168,555 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $148,488,000.

    13F-HR 0001422848-21-000017 filed by Capital Bank & Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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