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Disclosery

Old Port Advisors: JPM position timeline

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

Old Port Advisors held 25,672 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 25,672 shares
    Change vs previous 13F +394 shares

    1.66% of the 13F portfolio, value $8,403,236.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 25,278 shares
    Change vs previous 13F +26 shares

    1.72% of the 13F portfolio, value $7,435,701.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 25,252 shares
    Change vs previous 13F -200 shares

    2% of the 13F portfolio, value $8,136,749.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 25,452 shares
    Change vs previous 13F -749 shares

    2.02% of the 13F portfolio, value $8,028,275.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 26,201 shares
    Change vs previous 13F -93 shares

    2.07% of the 13F portfolio, value $7,596,065.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 26,294 shares
    Change vs previous 13F -513 shares

    1.91% of the 13F portfolio, value $6,449,830.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 26,807 shares
    Change vs previous 13F -435 shares

    1.85% of the 13F portfolio, value $6,425,953.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 27,242 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $5,744,170.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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