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Disclosery

Rosenbaum Jay D.: JPM position timeline

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

Rosenbaum Jay D. held 0 JPM shares at 2024-03-31 per its 13F-HR filed 2024-05-15.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -3,117 shares

    13F-HR 0001622820-24-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 3,117 shares
    Change vs previous 13F -3,961 shares

    1.37% of the 13F portfolio, value $530,202.

    13F-HR 0001324022-24-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 7,078 shares
    Change vs previous 13F -4,450 shares

    1.72% of the 13F portfolio, value $1,026,452.

    13F-HR 0001324022-23-000007 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 11,528 shares
    Change vs previous 13F -686 shares

    2.69% of the 13F portfolio, value $1,676,632.

    13F-HR 0001324022-23-000004 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 12,214 shares
    Change vs previous 13F +337 shares

    2.93% of the 13F portfolio, value $1,591,606.

    13F-HR 0001622820-23-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 11,877 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $1,592,706.

    13F-HR 0001622820-23-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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