Skip to content
Disclosery

Rothschild Wealth LLC: JPM position timeline

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

Rothschild Wealth LLC held 32,442 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,442 shares
    Change vs previous 13F +1,744 shares

    0.85% of the 13F portfolio, value $10,619,328.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth 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 30,698 shares
    Change vs previous 13F +16,377 shares

    0.82% of the 13F portfolio, value $9,030,340.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth 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/A 14,321 shares
    Change vs previous 13F +3,247 shares

    0.44% of the 13F portfolio, value $4,614,792.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth 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 11,074 shares
    Change vs previous 13F +50 shares

    0.76% of the 13F portfolio, value $3,493,121.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth 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 11,024 shares
    Change vs previous 13F +601 shares

    0.78% of the 13F portfolio, value $3,196,070.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth 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 10,423 shares
    Change vs previous 13F +372 shares

    0.72% of the 13F portfolio, value $2,556,839.

    13F-HR 0001104659-25-049217 filed by Rothschild Wealth 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 10,051 shares
    Change vs previous 13F -8 shares

    0.7% of the 13F portfolio, value $2,409,292.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth 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 10,059 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,121,019.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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