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Hamilton Point Investment Advisors, LLC: JPM position timeline

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

Hamilton Point Investment Advisors, LLC held 29,054 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 29,054 shares
    Change vs previous 13F +71 shares

    1.34% of the 13F portfolio, value $9,510,085.

    13F-HR 0001398344-26-012897 filed by Hamilton Point Investment 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 28,983 shares
    Change vs previous 13F -274 shares

    1.31% of the 13F portfolio, value $8,525,495.

    13F-HR 0001398344-26-008553 filed by Hamilton Point Investment 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 29,257 shares
    Change vs previous 13F +393 shares

    1.43% of the 13F portfolio, value $9,427,032.

    13F-HR 0001398344-26-002895 filed by Hamilton Point Investment 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 28,864 shares
    Change vs previous 13F +46 shares

    1.42% of the 13F portfolio, value $9,104,719.

    13F-HR 0001398344-25-019345 filed by Hamilton Point Investment 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 28,818 shares
    Change vs previous 13F -1,132 shares

    1.38% of the 13F portfolio, value $8,354,594.

    13F-HR 0001398344-25-013863 filed by Hamilton Point Investment 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 29,950 shares
    Change vs previous 13F +62 shares

    1.32% of the 13F portfolio, value $7,346,777.

    13F-HR 0001398344-25-008794 filed by Hamilton Point Investment 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 29,888 shares
    Change vs previous 13F +47 shares

    1.29% of the 13F portfolio, value $7,164,380.

    13F-HR 0001398344-25-000979 filed by Hamilton Point Investment 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 29,841 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $6,292,274.

    13F-HR 0001398344-24-020511 filed by Hamilton Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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