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BENDER ROBERT & ASSOCIATES: JPM position timeline

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

BENDER ROBERT & ASSOCIATES held 2,481 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,481 shares
    Change vs previous 13F -14 shares

    0.17% of the 13F portfolio, value $812,015.

    13F-HR 0000894300-26-000003 filed by BENDER ROBERT & ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,495 shares
    Change vs previous 13F +2,495 shares

    0.18% of the 13F portfolio, value $733,848.

    13F-HR 0000894300-26-000002 filed by BENDER ROBERT & ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,565 shares

    13F-HR 0000894300-26-000001 filed by BENDER ROBERT & ASSOCIATES
    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.

  4. period ended2025-09-30
    13F 2,565 shares
    Change vs previous 13F -5 shares

    0.17% of the 13F portfolio, value $808,990.

    13F-HR 0000894300-25-000002 filed by BENDER ROBERT & ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,570 shares
    Change vs previous 13F -4 shares

    0.17% of the 13F portfolio, value $744,988.

    13F-HR 0001085146-25-004155 filed by BENDER ROBERT & ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,574 shares
    Change vs previous 13F -180 shares

    0.16% of the 13F portfolio, value $631,402.

    13F-HR 0001085146-25-002196 filed by BENDER ROBERT & ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,754 shares
    Change vs previous 13F -94 shares

    0.16% of the 13F portfolio, value $660,161.

    13F-HR 0001085146-25-000903 filed by BENDER ROBERT & ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,848 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $600,529.

    13F-HR 0001085146-24-005230 filed by BENDER ROBERT & ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

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