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Disclosery

CLEARARC CAPITAL INC: JPM position timeline

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

CLEARARC CAPITAL INC held 33,459 JPM shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 33,459 shares
    Change vs previous 13F -10,207 shares

    1.82% of the 13F portfolio, value $4,664,000.

    13F-HR 0000950123-20-002366 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 43,666 shares
    Change vs previous 13F -4,732 shares

    1.49% of the 13F portfolio, value $5,139,000.

    13F-HR 0000950123-19-011488 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 48,398 shares
    Change vs previous 13F -6,440 shares

    1.6% of the 13F portfolio, value $5,411,000.

    13F-HR 0000950123-19-007170 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F/A 54,838 shares
    Change vs previous 13F -2,228 shares

    1.49% of the 13F portfolio, value $5,551,000.

    13F-HR/A 0000950123-19-005600 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 57,066 shares
    Change vs previous 13F -46,107 shares

    1.67% of the 13F portfolio, value $5,571,000.

    13F-HR 0000950123-19-002045 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 103,173 shares
    Change vs previous 13F -1,384 shares

    1.52% of the 13F portfolio, value $11,642,000.

    13F-HR 0000950123-18-011734 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F/A 104,557 shares
    Change vs previous 13F -417 shares

    1.54% of the 13F portfolio, value $10,895,000.

    13F-HR/A 0000950123-18-009091 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 104,974 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $11,544,000.

    13F-HR 0000950123-18-005616 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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