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Placemark Investments, Inc.: JPM position timeline

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

Placemark Investments, Inc. held 848,013 JPM shares at 2014-12-31 per its 13F-HR filed 2015-02-17.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 848,013 shares
    Change vs previous 13F -17,178 shares

    0.94% of the 13F portfolio, value $53,063,000.

    13F-HR 0001315726-15-000001 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-09-30
    13F 865,191 shares
    Change vs previous 13F +30,397 shares

    0.96% of the 13F portfolio, value $52,116,000.

    13F-HR 0001315726-14-000007 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-06-30
    13F 834,794 shares
    Change vs previous 13F +56,124 shares

    0.86% of the 13F portfolio, value $48,094,000.

    13F-HR 0001315726-14-000005 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 778,670 shares
    Change vs previous 13F -164,765 shares

    0.9% of the 13F portfolio, value $47,274,000.

    13F-HR 0001315726-14-000004 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-12-31
    13F 943,435 shares
    Change vs previous 13F +51,304 shares

    0.91% of the 13F portfolio, value $55,176,000.

    13F-HR 0001315726-14-000003 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-09-30
    13F 892,131 shares
    Change vs previous 13F +116,109 shares

    0.87% of the 13F portfolio, value $46,108,000.

    13F-HR 0001315726-13-000008 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2013-06-30
    13F 776,022 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $40,962,000.

    13F-HR 0001315726-13-000006 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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