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Disclosery

Ramirez Asset Management, Inc.: JPM position timeline

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

Ramirez Asset Management, Inc. held 22,689 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,689 shares
    Change vs previous 13F -4 shares

    0.77% of the 13F portfolio, value $7,426,790.

    13F-HR 0001992110-26-000007 filed by Ramirez Asset Management, Inc.
    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 22,693 shares
    Change vs previous 13F -1,072 shares

    0.8% of the 13F portfolio, value $6,675,373.

    13F-HR 0001992110-26-000005 filed by Ramirez Asset Management, Inc.
    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 23,765 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $7,657,558.

    13F-HR 0001992110-26-000003 filed by Ramirez Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 23,765 shares
    Change vs previous 13F +1,350 shares

    1.04% of the 13F portfolio, value $7,496,194.

    13F-HR 0001992110-25-000014 filed by Ramirez Asset Management, Inc.
    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 22,415 shares
    Change vs previous 13F +7,071 shares

    0.98% of the 13F portfolio, value $6,498,333.

    13F-HR 0001992110-25-000010 filed by Ramirez Asset Management, Inc.
    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 15,344 shares
    Change vs previous 13F -183 shares

    0.78% of the 13F portfolio, value $3,763,883.

    13F-HR 0001992110-25-000005 filed by Ramirez Asset Management, Inc.
    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 15,527 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $3,721,977.

    13F-HR 0001992110-25-000003 filed by Ramirez Asset Management, Inc.
    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 15,527 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,274,023.

    13F-HR 0001992110-24-000013 filed by Ramirez Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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