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Richwood Investment Advisors, LLC: JPM position timeline

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

Richwood Investment Advisors, LLC held 2,601 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,601 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $851,385.

    13F-HR 0001172661-26-002898 filed by Richwood Investment 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 ended2026-03-31
    13F 2,601 shares
    Change vs previous 13F -15 shares

    0.59% of the 13F portfolio, value $765,110.

    13F-HR 0001172661-26-002346 filed by Richwood Investment 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 ended2025-12-31
    13F 2,616 shares
    Change vs previous 13F +230 shares

    0.61% of the 13F portfolio, value $843,398.

    13F-HR 0001172661-26-000670 filed by Richwood Investment 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 ended2025-09-30
    13F 2,386 shares
    Change vs previous 13F +100 shares

    0.59% of the 13F portfolio, value $752,616.

    13F-HR 0001172661-25-004302 filed by Richwood Investment 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 ended2025-06-30
    13F 2,286 shares
    Change vs previous 13F -50 shares

    0.54% of the 13F portfolio, value $662,734.

    13F-HR 0001172661-25-002681 filed by Richwood Investment 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 ended2025-03-31
    13F 2,336 shares
    Change vs previous 13F +123 shares

    0.49% of the 13F portfolio, value $573,021.

    13F-HR 0001172661-25-002141 filed by Richwood Investment 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 ended2024-12-31
    13F 2,213 shares
    Change vs previous 13F +130 shares

    0.44% of the 13F portfolio, value $530,478.

    13F-HR 0001172661-25-000655 filed by Richwood Investment 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 ended2024-09-30
    13F 2,083 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $439,221.

    13F-HR 0001172661-24-004251 filed by Richwood Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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