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RESOURCES MANAGEMENT CORP /CT/ /ADV: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RESOURCES MANAGEMENT CORP /CT/ /ADV on JPM, newest first. How the timeline and the estimate are built.

RESOURCES MANAGEMENT CORP /CT/ /ADV held 108,066 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,066 shares
    Change vs previous 13F -2,427 shares

    4.46% of the 13F portfolio, value $35,373,309.

    13F-HR 0000749044-26-000003 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 110,493 shares
    Change vs previous 13F -71 shares

    4.31% of the 13F portfolio, value $32,503,000.

    13F-HR 0000749044-26-000002 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 110,564 shares
    Change vs previous 13F -1,293 shares

    4.62% of the 13F portfolio, value $35,626,000.

    13F-HR 0000749044-26-000001 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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/A 111,857 shares
    Change vs previous 13F -9,169 shares

    4.56% of the 13F portfolio, value $35,283,000.

    13F-HR/A 0000749044-25-000008 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 121,026 shares
    Change vs previous 13F -1,657 shares

    4.76% of the 13F portfolio, value $35,087,000.

    13F-HR 0000749044-25-000003 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 122,683 shares
    Change vs previous 13F -1,623 shares

    4.23% of the 13F portfolio, value $30,094,000.

    13F-HR 0000749044-25-000002 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 124,306 shares
    Change vs previous 13F -1,004 shares

    4.07% of the 13F portfolio, value $29,797,000.

    13F-HR 0000749044-25-000001 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 125,310 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $26,423,000.

    13F-HR 0000749044-24-000006 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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