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Disclosery

Crystal Rock Capital Management: JPM position timeline

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

Crystal Rock Capital Management held 23,668 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,668 shares
    Change vs previous 13F 0 shares

    3.95% of the 13F portfolio, value $7,747,246.

    13F-HR 0001214659-26-009436 filed by Crystal Rock Capital Management
    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 23,668 shares
    Change vs previous 13F -575 shares

    4.13% of the 13F portfolio, value $6,962,179.

    13F-HR 0001214659-26-005426 filed by Crystal Rock Capital Management
    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 24,243 shares
    Change vs previous 13F -500 shares

    4.13% of the 13F portfolio, value $7,811,579.

    13F-HR 0001214659-26-000852 filed by Crystal Rock Capital Management
    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 24,743 shares
    Change vs previous 13F -4,175 shares

    4.26% of the 13F portfolio, value $7,804,684.

    13F-HR 0001214659-25-016005 filed by Crystal Rock Capital Management
    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 28,918 shares
    Change vs previous 13F +3,250 shares

    4.83% of the 13F portfolio, value $8,383,617.

    13F-HR 0001214659-25-011474 filed by Crystal Rock Capital Management
    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 25,668 shares
    Change vs previous 13F -1,630 shares

    4.31% of the 13F portfolio, value $6,296,360.

    13F-HR 0001214659-25-006993 filed by Crystal Rock Capital Management
    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 27,298 shares
    Change vs previous 13F -1,245 shares

    4.01% of the 13F portfolio, value $6,543,604.

    13F-HR 0001214659-25-001943 filed by Crystal Rock Capital Management
    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 28,543 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $6,018,577.

    13F-HR 0001214659-24-018430 filed by Crystal Rock Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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