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Disclosery

Roxbury Financial LLC: JPM position timeline

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

Roxbury Financial LLC held 8,538 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,538 shares
    Change vs previous 13F +153 shares

    2.17% of the 13F portfolio, value $2,824,643.

    13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,385 shares
    Change vs previous 13F +68 shares

    2.17% of the 13F portfolio, value $2,744,505.

    13F-HR 0002054149-26-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,317 shares
    Change vs previous 13F +306 shares

    2.2% of the 13F portfolio, value $2,446,569.

    13F-HR 0002054149-26-000002 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,011 shares
    Change vs previous 13F +31 shares

    2.32% of the 13F portfolio, value $2,581,417.

    13F-HR 0002054149-26-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,980 shares
    Change vs previous 13F -5 shares

    2.32% of the 13F portfolio, value $2,517,058.

    13F-HR 0002054149-25-000006 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,985 shares
    Change vs previous 13F -259 shares

    2.26% of the 13F portfolio, value $2,314,897.

    13F-HR 0002054149-25-000004 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,244 shares
    Change vs previous 13F +132 shares

    2.13% of the 13F portfolio, value $2,181,846.

    13F-HR 0002054149-25-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,112 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $2,025,870.

    13F-HR 0002054149-25-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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