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Agate Pass Investment Management, LLC: JPM position timeline

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

Agate Pass Investment Management, LLC held 23,958 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,958 shares
    Change vs previous 13F -2,513 shares

    2.89% of the 13F portfolio, value $7,842,184.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment 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 26,471 shares
    Change vs previous 13F -387 shares

    3.05% of the 13F portfolio, value $7,786,659.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment 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 26,858 shares
    Change vs previous 13F -266 shares

    3.22% of the 13F portfolio, value $8,654,316.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment 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 27,124 shares
    Change vs previous 13F -189 shares

    3.26% of the 13F portfolio, value $8,555,679.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment 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 27,313 shares
    Change vs previous 13F -286 shares

    3.25% of the 13F portfolio, value $7,918,214.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment 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 27,599 shares
    Change vs previous 13F +2,315 shares

    2.9% of the 13F portfolio, value $6,770,138.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment 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 25,284 shares
    Change vs previous 13F +6,034 shares

    2.74% of the 13F portfolio, value $6,060,883.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment 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 19,250 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,059,056.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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