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Disclosery

RICHARDS, MERRILL & PETERSON, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RICHARDS, MERRILL & PETERSON, INC. on JPM, newest first. How the timeline and the estimate are built.

RICHARDS, MERRILL & PETERSON, INC. held 15,824 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,824 shares
    Change vs previous 13F +94 shares

    1.64% of the 13F portfolio, value $5,179,780.

    13F-HR 0001398344-26-012209 filed by RICHARDS, MERRILL & PETERSON, 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 15,730 shares
    Change vs previous 13F +354 shares

    1.7% of the 13F portfolio, value $4,627,161.

    13F-HR 0001398344-26-006641 filed by RICHARDS, MERRILL & PETERSON, 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 15,376 shares
    Change vs previous 13F +847 shares

    1.9% of the 13F portfolio, value $4,954,369.

    13F-HR 0001398344-26-001367 filed by RICHARDS, MERRILL & PETERSON, 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 14,529 shares
    Change vs previous 13F +33 shares

    1.98% of the 13F portfolio, value $4,583,003.

    13F-HR 0001398344-25-019212 filed by RICHARDS, MERRILL & PETERSON, 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 14,496 shares
    Change vs previous 13F +125 shares

    2% of the 13F portfolio, value $4,202,530.

    13F-HR 0001398344-25-014237 filed by RICHARDS, MERRILL & PETERSON, 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 14,371 shares
    Change vs previous 13F -146 shares

    1.83% of the 13F portfolio, value $3,525,093.

    13F-HR 0001398344-25-008901 filed by RICHARDS, MERRILL & PETERSON, 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 14,517 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,479,914.

    13F-HR 0001398344-25-002691 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

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