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Roundview Capital LLC: JPM position timeline

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

Roundview Capital LLC held 65,218 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,218 shares
    Change vs previous 13F +3,550 shares

    1.17% of the 13F portfolio, value $21,347,967.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 61,668 shares
    Change vs previous 13F -371 shares

    1.13% of the 13F portfolio, value $18,140,401.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 62,039 shares
    Change vs previous 13F -406 shares

    1.23% of the 13F portfolio, value $19,990,363.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 62,445 shares
    Change vs previous 13F -51 shares

    1.25% of the 13F portfolio, value $19,696,882.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 62,496 shares
    Change vs previous 13F +20 shares

    1.21% of the 13F portfolio, value $18,118,133.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 62,476 shares
    Change vs previous 13F +66 shares

    1.11% of the 13F portfolio, value $15,325,478.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 62,410 shares
    Change vs previous 13F +1,239 shares

    1.04% of the 13F portfolio, value $14,960,247.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 61,171 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $12,898,540.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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