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Disclosery

ROTHSCHILD & CO ASSET MANAGEMENT US INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROTHSCHILD & CO ASSET MANAGEMENT US INC. on JPM, newest first. How the timeline and the estimate are built.

ROTHSCHILD & CO ASSET MANAGEMENT US INC. held 1,301,150 JPM shares at 2022-12-31 per its 13F-HR filed 2023-02-14.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 1,301,150 shares
    Change vs previous 13F +24,181 shares

    2.65% of the 13F portfolio, value $174,484,000.

    13F-HR 0001172661-23-000973 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 1,276,969 shares
    Change vs previous 13F -74,017 shares

    2.28% of the 13F portfolio, value $133,443,000.

    13F-HR 0001172661-22-002306 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 1,350,986 shares
    Change vs previous 13F -24,888 shares

    2.34% of the 13F portfolio, value $152,134,000.

    13F-HR 0001172661-22-001753 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 1,375,874 shares
    Change vs previous 13F +31,011 shares

    2.4% of the 13F portfolio, value $187,558,000.

    13F-HR 0001172661-22-001272 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 1,344,863 shares
    Change vs previous 13F -20,966 shares

    2.5% of the 13F portfolio, value $212,959,000.

    13F-HR 0001172661-22-000354 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 1,365,829 shares
    Change vs previous 13F -15,794 shares

    2.77% of the 13F portfolio, value $223,573,000.

    13F-HR 0001172661-21-002131 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 1,381,623 shares
    Change vs previous 13F +44,029 shares

    2.55% of the 13F portfolio, value $214,898,000.

    13F-HR 0001172661-21-001700 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 1,337,594 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $203,622,000.

    13F-HR 0001172661-21-001117 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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