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Disclosery

Rosenberg Matthew Hamilton: JPM position timeline

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

Rosenberg Matthew Hamilton held 6,234 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,234 shares
    Change vs previous 13F -58 shares

    0.37% of the 13F portfolio, value $2,062,394.

    13F-HR 0001812103-26-000005 filed by Rosenberg Matthew Hamilton
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,292 shares
    Change vs previous 13F +133 shares

    0.38% of the 13F portfolio, value $2,059,560.

    13F-HR 0001812103-26-000003 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,159 shares
    Change vs previous 13F +430 shares

    0.37% of the 13F portfolio, value $1,811,731.

    13F-HR 0001812103-26-000002 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,729 shares
    Change vs previous 13F +67 shares

    0.38% of the 13F portfolio, value $1,845,998.

    13F-HR 0001812103-26-000001 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,662 shares
    Change vs previous 13F -52 shares

    0.39% of the 13F portfolio, value $1,785,965.

    13F-HR 0001812103-25-000006 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,714 shares
    Change vs previous 13F -227 shares

    0.39% of the 13F portfolio, value $1,656,430.

    13F-HR 0001812103-25-000004 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,941 shares
    Change vs previous 13F +206 shares

    0.37% of the 13F portfolio, value $1,457,229.

    13F-HR 0001812103-25-000003 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,735 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,374,641.

    13F-HR 0001812103-25-000001 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

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