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Disclosery

Richard C. Young & CO., LTD.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard C. Young & CO., LTD. on JPM, newest first. How the timeline and the estimate are built.

Richard C. Young & CO., LTD. held 70,788 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,788 shares
    Change vs previous 13F +12 shares

    1.71% of the 13F portfolio, value $23,170,913.

    13F-HR 0001387304-26-000004 filed by Richard C. Young & CO., LTD.
    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 70,776 shares
    Change vs previous 13F +419 shares

    1.72% of the 13F portfolio, value $20,819,417.

    13F-HR 0001387304-26-000003 filed by Richard C. Young & CO., LTD.
    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 70,357 shares
    Change vs previous 13F -85 shares

    2.03% of the 13F portfolio, value $22,670,309.

    13F-HR 0001387304-26-000002 filed by Richard C. Young & CO., LTD.
    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 70,442 shares
    Change vs previous 13F -1,048 shares

    2.06% of the 13F portfolio, value $22,219,459.

    13F-HR 0001387304-25-000007 filed by Richard C. Young & CO., LTD.
    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 71,490 shares
    Change vs previous 13F +191 shares

    2.05% of the 13F portfolio, value $20,725,659.

    13F-HR 0001387304-25-000005 filed by Richard C. Young & CO., LTD.
    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 71,299 shares
    Change vs previous 13F +49 shares

    1.88% of the 13F portfolio, value $17,489,725.

    13F-HR 0001387304-25-000004 filed by Richard C. Young & CO., LTD.
    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 71,250 shares
    Change vs previous 13F +18,901 shares

    1.86% of the 13F portfolio, value $17,079,232.

    13F-HR 0001387304-25-000003 filed by Richard C. Young & CO., LTD.
    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 52,349 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $11,038,290.

    13F-HR 0001387304-24-000006 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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