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Disclosery

Royal Fund Management, LLC: JPM position timeline

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

Royal Fund Management, LLC held 51,847 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,847 shares
    Change vs previous 13F +701 shares

    1.42% of the 13F portfolio, value $16,971,146.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 51,146 shares
    Change vs previous 13F +434 shares

    1.44% of the 13F portfolio, value $15,056,418.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 50,712 shares
    Change vs previous 13F +8,419 shares

    1.48% of the 13F portfolio, value $16,162,690.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 42,293 shares
    Change vs previous 13F -7,121 shares

    1.61% of the 13F portfolio, value $13,347,106.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 49,414 shares
    Change vs previous 13F -2,509 shares

    1.53% of the 13F portfolio, value $14,334,164.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 51,923 shares
    Change vs previous 13F -2,487 shares

    1.53% of the 13F portfolio, value $12,837,182.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 54,410 shares
    Change vs previous 13F -4,507 shares

    1.43% of the 13F portfolio, value $13,137,464.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 58,917 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $12,504,544.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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