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COBBLESTONE CAPITAL ADVISORS LLC /NY/: JPM position timeline

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

COBBLESTONE CAPITAL ADVISORS LLC /NY/ held 19,514 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 19,514 shares
    Change vs previous 13F +154 shares

    0.3% of the 13F portfolio, value $6,155,302.

    13F-HR 0001033505-25-000018 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 19,360 shares
    Change vs previous 13F +1,448 shares

    0.29% of the 13F portfolio, value $5,612,658.

    13F-HR 0001033505-25-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 17,912 shares
    Change vs previous 13F -1,864 shares

    0.24% of the 13F portfolio, value $4,393,814.

    13F-HR 0001033505-25-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 19,776 shares
    Change vs previous 13F +196 shares

    0.26% of the 13F portfolio, value $4,740,505.

    13F-HR 0001033505-25-000001 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 19,580 shares
    Change vs previous 13F -43 shares

    0.23% of the 13F portfolio, value $4,128,639.

    13F-HR 0001033505-24-000007 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 19,623 shares
    Change vs previous 13F -590 shares

    0.24% of the 13F portfolio, value $3,968,948.

    13F-HR 0001033505-24-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 20,213 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $4,048,664.

    13F-HR 0001033505-24-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 20,213 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,438,232.

    13F-HR 0001033505-24-000002 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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