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RoundAngle Advisors LLC: JPM position timeline

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

RoundAngle Advisors LLC held 8,623 JPM shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 8,623 shares
    Change vs previous 13F -50 shares

    1.9% of the 13F portfolio, value $2,536,542.

    13F-HR 0002049176-26-000002 filed by RoundAngle Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 8,673 shares
    Change vs previous 13F +306 shares

    2.03% of the 13F portfolio, value $2,794,614.

    13F-HR 0002049176-26-000001 filed by RoundAngle Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 8,367 shares
    Change vs previous 13F +5 shares

    2.04% of the 13F portfolio, value $2,639,203.

    13F-HR 0001085146-25-005909 filed by RoundAngle Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,362 shares
    Change vs previous 13F +28 shares

    2.02% of the 13F portfolio, value $2,424,227.

    13F-HR 0001085146-25-004181 filed by RoundAngle Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,334 shares
    Change vs previous 13F +324 shares

    1.88% of the 13F portfolio, value $2,044,330.

    13F-HR 0001085146-25-002374 filed by RoundAngle Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,010 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $1,920,077.

    13F-HR 0001085146-25-000243 filed by RoundAngle Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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