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Richard Bernstein Advisors LLC: JPM position timeline

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

Richard Bernstein Advisors LLC held 17,934 JPM shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 17,934 shares
    Change vs previous 13F -2,272 shares

    0.15% of the 13F portfolio, value $5,275,465.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 20,206 shares
    Change vs previous 13F -2,226 shares

    0.19% of the 13F portfolio, value $6,510,777.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 22,432 shares
    Change vs previous 13F -24,669 shares

    0.2% of the 13F portfolio, value $7,075,726.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 47,101 shares
    Change vs previous 13F -9,423 shares

    0.34% of the 13F portfolio, value $13,655,051.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 56,524 shares
    Change vs previous 13F +29,529 shares

    0.34% of the 13F portfolio, value $13,865,338.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 26,995 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $6,470,971.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 26,995 shares
    Change vs previous 13F -1,809 shares

    0.12% of the 13F portfolio, value $5,692,166.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 28,804 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,825,897.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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