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Lion Street Advisors, LLC: JPM position timeline

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

Lion Street Advisors, LLC held 10,991 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 10,991 shares
    Change vs previous 13F +3,035 shares

    0.65% of the 13F portfolio, value $1,867,265.

    13F-HR 0001801991-25-000002 filed by Lion 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 ended2025-06-30
    13F 7,956 shares
    Change vs previous 13F +414 shares

    0.7% of the 13F portfolio, value $2,306,430.

    13F-HR 0001085146-25-004168 filed by Lion 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 ended2025-03-31
    13F 7,542 shares
    Change vs previous 13F +817 shares

    0.59% of the 13F portfolio, value $1,850,019.

    13F-HR 0001085146-25-002198 filed by Lion 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 ended2024-12-31
    13F 6,725 shares
    Change vs previous 13F +444 shares

    0.51% of the 13F portfolio, value $1,612,098.

    13F-HR 0001085146-25-000506 filed by Lion 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 ended2024-09-30
    13F 6,281 shares
    Change vs previous 13F -160 shares

    0.46% of the 13F portfolio, value $1,324,499.

    13F-HR 0001085146-24-004781 filed by Lion 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 ended2024-06-30
    13F 6,441 shares
    Change vs previous 13F -88 shares

    0.48% of the 13F portfolio, value $1,302,674.

    13F-HR 0001085146-24-002866 filed by Lion 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 ended2024-03-31
    13F 6,529 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,110,649.

    13F-HR 0001085146-24-001762 filed by Lion 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 ended2023-12-31
    13F 6,529 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,110,649.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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