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Disclosery

Canopy Partners, LLC: JPM position timeline

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

Canopy Partners, LLC held 14,168 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,168 shares
    Change vs previous 13F +42 shares

    1.4% of the 13F portfolio, value $4,637,786.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 14,126 shares
    Change vs previous 13F -560 shares

    1.43% of the 13F portfolio, value $4,155,461.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 14,686 shares
    Change vs previous 13F -208 shares

    1.54% of the 13F portfolio, value $4,732,295.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 14,894 shares
    Change vs previous 13F +156 shares

    1.57% of the 13F portfolio, value $4,698,182.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 14,738 shares
    Change vs previous 13F +125 shares

    1.57% of the 13F portfolio, value $4,272,848.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 14,613 shares
    Change vs previous 13F -298 shares

    1.4% of the 13F portfolio, value $3,584,700.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 14,911 shares
    Change vs previous 13F +2,960 shares

    1.36% of the 13F portfolio, value $3,574,316.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 11,951 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,519,988.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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