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Disclosery

Round Hill Asset Management: JPM position timeline

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

Round Hill Asset Management held 0 JPM shares at 2025-03-31 per its 13F-HR filed 2025-05-13.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,527 shares

    13F-HR 0001696438-25-000003 filed by Round Hill Asset Management
    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 ended2024-12-31
    13F 1,527 shares
    Change vs previous 13F -1,925 shares

    0.26% of the 13F portfolio, value $366,037.

    13F-HR 0001696438-25-000002 filed by Round Hill Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,452 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $727,888.

    13F-HR 0001696438-24-000004 filed by Round Hill Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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