Skip to content
Disclosery

Richard W. Paul & Associates, LLC: JPM position timeline

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

Richard W. Paul & Associates, LLC held 6,858 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,858 shares
    Change vs previous 13F +571 shares

    0.69% of the 13F portfolio, value $2,244,928.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, LLC
    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 6,287 shares
    Change vs previous 13F +130 shares

    0.62% of the 13F portfolio, value $1,849,512.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,157 shares
    Change vs previous 13F -136 shares

    0.66% of the 13F portfolio, value $1,983,786.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,293 shares
    Change vs previous 13F -145 shares

    0.68% of the 13F portfolio, value $1,984,936.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,438 shares
    Change vs previous 13F -348 shares

    0.67% of the 13F portfolio, value $1,866,473.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, LLC
    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 6,786 shares
    Change vs previous 13F -211 shares

    0.65% of the 13F portfolio, value $1,664,668.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,997 shares
    Change vs previous 13F -374 shares

    0.61% of the 13F portfolio, value $1,677,161.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,371 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,554,297.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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