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Rossmore Private Capital: JPM position timeline

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

Rossmore Private Capital held 104,381 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,381 shares
    Change vs previous 13F +370 shares

    2.77% of the 13F portfolio, value $34,166,976.

    13F-HR 0001398344-26-013208 filed by Rossmore Private Capital
    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 104,011 shares
    Change vs previous 13F +2,574 shares

    2.7% of the 13F portfolio, value $30,595,825.

    13F-HR 0001398344-26-008115 filed by Rossmore Private Capital
    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 101,437 shares
    Change vs previous 13F +7,492 shares

    2.93% of the 13F portfolio, value $32,684,974.

    13F-HR 0001398344-26-002304 filed by Rossmore Private Capital
    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 93,945 shares
    Change vs previous 13F +637 shares

    3.19% of the 13F portfolio, value $29,633,017.

    13F-HR 0001398344-25-020058 filed by Rossmore Private Capital
    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 93,308 shares
    Change vs previous 13F -971 shares

    3.16% of the 13F portfolio, value $27,050,872.

    13F-HR 0001062993-25-013790 filed by Rossmore Private Capital
    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 94,279 shares
    Change vs previous 13F +756 shares

    2.85% of the 13F portfolio, value $23,126,596.

    13F-HR 0001062993-25-009136 filed by Rossmore Private Capital
    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 93,523 shares
    Change vs previous 13F +239 shares

    2.77% of the 13F portfolio, value $22,418,398.

    13F-HR 0001062993-25-002262 filed by Rossmore Private Capital
    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 93,284 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $19,669,864.

    13F-HR 0001062993-24-018306 filed by Rossmore Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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