Ownership history in Rosenberg Matthew Hamilton · 17 quarters on record
This page tracks every 13F SEC filing in which Rosenberg Matthew Hamilton reported a position in JPMORGAN (JMST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 265,768 | +12,049 | +4.7% | 2.80% | $13.5M | $50.73 |
| 2025 Q3 | ADDED | 253,719 | +33,075 | +15.0% | 2.80% | $12.9M | $50.38 |
| 2025 Q2 | ADDED | 220,644 | +12,485 | +6.0% | 2.61% | $11.2M | $49.91 |
| 2025 Q1 | ADDED | 208,159 | +32,061 | +18.2% | 2.65% | $10.6M | $49.46 |
| 2024 Q4 | ADDED | 176,098 | +20,408 | +13.1% | 2.32% | $8.9M | $49.08 |
| 2024 Q3 | REDUCED | 155,690 | -9,168 | -5.6% | 2.08% | $7.9M | $48.79 |
| 2024 Q2 | REDUCED | 164,858 | -13,064 | -7.3% | 2.46% | $8.3M | $48.20 |
| 2024 Q1 | ADDED | 177,922 | +7,465 | +4.4% | 2.60% | $9.0M | $47.78 |
| 2023 Q4 | REDUCED | 170,457 | -16,260 | -8.7% | 2.66% | $8.6M | $47.51 |
| 2023 Q3 | ADDED | 186,717 | +44,138 | +31.0% | 3.14% | $9.4M | $46.71 |
As of 2025 Q4 — sorted by position size