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Disclosery

Moreno Evelyn V: JPM position timeline

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

Moreno Evelyn V held 23,205 JPM shares at 2023-12-31 per its 13F-HR filed 2024-02-09.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 23,205 shares
    Change vs previous 13F -37,721 shares

    1.86% of the 13F portfolio, value $3,947,171.

    13F-HR 0001324022-24-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 60,926 shares
    Change vs previous 13F -12,769 shares

    1.92% of the 13F portfolio, value $8,835,489.

    13F-HR 0001324022-23-000008 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 73,695 shares
    Change vs previous 13F -3,778 shares

    2.29% of the 13F portfolio, value $10,718,201.

    13F-HR 0001324022-23-000005 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F/A 77,473 shares
    Change vs previous 13F +258 shares

    2.29% of the 13F portfolio, value $10,095,507.

    13F-HR/A 0001598011-23-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 77,215 shares
    Change vs previous 13F +36,097 shares

    2.39% of the 13F portfolio, value $10,354,532.

    13F-HR 0001598011-23-000001 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 41,118 shares
    Change vs previous 13F -35,662 shares

    1.94% of the 13F portfolio, value $4,297,000.

    13F-HR 0001324022-22-000006 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 76,780 shares
    Change vs previous 13F -813 shares

    2.02% of the 13F portfolio, value $8,646,000.

    13F-HR 0001598011-22-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 77,593 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $10,577,000.

    13F-HR 0001598011-22-000002 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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