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Bull Street Advisors, LLC: JPM position timeline

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

Bull Street Advisors, LLC held 16,568 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,568 shares
    Change vs previous 13F +77 shares

    2.48% of the 13F portfolio, value $5,423,000.

    13F-HR 0001790837-26-000004 filed by Bull Street Advisors, 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 16,491 shares
    Change vs previous 13F -180 shares

    2.4% of the 13F portfolio, value $4,851,000.

    13F-HR 0001790837-26-000002 filed by Bull Street Advisors, 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 16,671 shares
    Change vs previous 13F -155 shares

    2.5% of the 13F portfolio, value $5,372,000.

    13F-HR 0001790837-26-000001 filed by Bull Street Advisors, 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 16,826 shares
    Change vs previous 13F 0 shares

    2.48% of the 13F portfolio, value $5,307,000.

    13F-HR 0001790837-25-000007 filed by Bull Street Advisors, 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 16,826 shares
    Change vs previous 13F -120 shares

    2.35% of the 13F portfolio, value $4,878,000.

    13F-HR 0001790837-25-000006 filed by Bull Street Advisors, 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 16,946 shares
    Change vs previous 13F -75 shares

    1.99% of the 13F portfolio, value $4,157,000.

    13F-HR 0001790837-25-000004 filed by Bull Street Advisors, 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 17,021 shares
    Change vs previous 13F -87 shares

    1.97% of the 13F portfolio, value $4,080,000.

    13F-HR 0001790837-25-000001 filed by Bull Street Advisors, 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 17,108 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $3,607,000.

    13F-HR 0001790837-24-000004 filed by Bull Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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