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Disclosery

RiverFront Investment Group, LLC: JPM position timeline

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

RiverFront Investment Group, LLC held 203,413 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 203,413 shares
    Change vs previous 13F +12,517 shares

    0.88% of the 13F portfolio, value $66,583,174.

    13F-HR 0001469751-26-000006 filed by RiverFront Investment Group, 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 190,896 shares
    Change vs previous 13F -73,573 shares

    0.87% of the 13F portfolio, value $56,154,053.

    13F-HR 0001469751-26-000004 filed by RiverFront Investment Group, 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 264,469 shares
    Change vs previous 13F +27,930 shares

    1.41% of the 13F portfolio, value $85,217,297.

    13F-HR 0001469751-26-000002 filed by RiverFront Investment Group, 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 236,539 shares
    Change vs previous 13F +13,002 shares

    1.31% of the 13F portfolio, value $74,576,417.

    13F-HR 0001469751-25-000011 filed by RiverFront Investment Group, 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 223,537 shares
    Change vs previous 13F +58,354 shares

    1.26% of the 13F portfolio, value $64,805,783.

    13F-HR 0001469751-25-000008 filed by RiverFront Investment Group, 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 165,183 shares
    Change vs previous 13F +11,672 shares

    0.9% of the 13F portfolio, value $40,519,559.

    13F-HR 0001469751-25-000006 filed by RiverFront Investment Group, 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 153,511 shares
    Change vs previous 13F +9,597 shares

    0.84% of the 13F portfolio, value $36,798,325.

    13F-HR 0001469751-25-000002 filed by RiverFront Investment Group, 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 143,914 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $30,345,831.

    13F-HR 0001469751-24-000013 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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