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Cottage Street Advisors LLC: JPM position timeline

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

Cottage Street Advisors LLC held 28,709 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,709 shares
    Change vs previous 13F -1,282 shares

    3.65% of the 13F portfolio, value $9,428,691.

    13F-HR 0001754960-26-000564 filed by Cottage 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 29,991 shares
    Change vs previous 13F -193 shares

    3.82% of the 13F portfolio, value $8,822,373.

    13F-HR 0001754960-26-000278 filed by Cottage 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 30,184 shares
    Change vs previous 13F -1,943 shares

    4.11% of the 13F portfolio, value $9,726,003.

    13F-HR 0001754960-26-000117 filed by Cottage 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 32,127 shares
    Change vs previous 13F -363 shares

    4.29% of the 13F portfolio, value $10,096,787.

    13F-HR 0001754960-25-000779 filed by Cottage 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 32,490 shares
    Change vs previous 13F -1,024 shares

    4.9% of the 13F portfolio, value $9,419,142.

    13F-HR 0001754960-25-000521 filed by Cottage 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 33,514 shares
    Change vs previous 13F -202 shares

    4.11% of the 13F portfolio, value $8,221,048.

    13F-HR 0001754960-25-000231 filed by Cottage 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 33,716 shares
    Change vs previous 13F -533 shares

    4.21% of the 13F portfolio, value $8,082,061.

    13F-HR 0001754960-25-000134 filed by Cottage 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 34,249 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $7,220,663.

    13F-HR 0001754960-24-000561 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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