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SHUFRO ROSE & CO LLC: JPM position timeline

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

SHUFRO ROSE & CO LLC held 109,595 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,595 shares
    Change vs previous 13F -4,403 shares

    2.06% of the 13F portfolio, value $35,873,683.

    13F-HR 0000908195-26-000003 filed by SHUFRO ROSE & CO 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 113,998 shares
    Change vs previous 13F +340 shares

    2.29% of the 13F portfolio, value $33,533,608.

    13F-HR 0000908195-26-000002 filed by SHUFRO ROSE & CO 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 113,658 shares
    Change vs previous 13F -877 shares

    2.48% of the 13F portfolio, value $36,622,936.

    13F-HR 0000908195-26-000001 filed by SHUFRO ROSE & CO 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 114,535 shares
    Change vs previous 13F -3,004 shares

    2.31% of the 13F portfolio, value $28,095,558.

    13F-HR 0000908195-25-000010 filed by SHUFRO ROSE & CO 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 117,539 shares
    Change vs previous 13F -1,475 shares

    2.33% of the 13F portfolio, value $28,832,195.

    13F-HR 0000908195-25-000009 filed by SHUFRO ROSE & CO 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 119,014 shares
    Change vs previous 13F -2,855 shares

    2.31% of the 13F portfolio, value $29,194,012.

    13F-HR 0000908195-25-000007 filed by SHUFRO ROSE & CO 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 121,869 shares
    Change vs previous 13F -2,435 shares

    2.28% of the 13F portfolio, value $29,213,099.

    13F-HR 0000908195-25-000005 filed by SHUFRO ROSE & CO 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 124,304 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $25,141,728.

    13F-HR 0000908195-24-000006 filed by SHUFRO ROSE & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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