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REGENTATLANTIC CAPITAL LLC: JPM position timeline

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

REGENTATLANTIC CAPITAL LLC held 125,952 JPM shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 125,952 shares
    Change vs previous 13F +1,332 shares

    0.39% of the 13F portfolio, value $13,162,000.

    13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 124,620 shares
    Change vs previous 13F +490 shares

    0.46% of the 13F portfolio, value $14,033,000.

    13F-HR 0001085146-22-003064 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 124,130 shares
    Change vs previous 13F -2,836 shares

    0.48% of the 13F portfolio, value $16,921,000.

    13F-HR 0001085146-22-001649 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 126,966 shares
    Change vs previous 13F +3,005 shares

    0.56% of the 13F portfolio, value $20,105,000.

    13F-HR 0001085146-22-000347 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 123,961 shares
    Change vs previous 13F +5,126 shares

    0.61% of the 13F portfolio, value $20,291,000.

    13F-HR 0001085146-21-003327 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 118,835 shares
    Change vs previous 13F +8,374 shares

    0.57% of the 13F portfolio, value $18,484,000.

    13F-HR 0001085146-21-002383 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 110,461 shares
    Change vs previous 13F +34,120 shares

    0.57% of the 13F portfolio, value $16,815,000.

    13F-HR 0001085146-21-001371 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 76,341 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $9,701,000.

    13F-HR 0001085146-21-000461 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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