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Disclosery

Rice Partnership, LLC: JPM position timeline

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

Rice Partnership, LLC held 80,160 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,160 shares
    Change vs previous 13F -1,268 shares

    3.18% of the 13F portfolio, value $26,238,936.

    13F-HR 0001398344-26-013053 filed by Rice Partnership, 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 81,428 shares
    Change vs previous 13F -18,096 shares

    3.27% of the 13F portfolio, value $23,953,007.

    13F-HR 0001398344-26-008699 filed by Rice Partnership, 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 99,524 shares
    Change vs previous 13F -9,720 shares

    4.34% of the 13F portfolio, value $32,068,784.

    13F-HR 0001398344-26-002649 filed by Rice Partnership, 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 109,244 shares
    Change vs previous 13F +1,314 shares

    4.89% of the 13F portfolio, value $34,458,992.

    13F-HR 0001398344-25-020660 filed by Rice Partnership, 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 107,930 shares
    Change vs previous 13F +10,676 shares

    5.44% of the 13F portfolio, value $31,289,869.

    13F-HR 0001398344-25-013670 filed by Rice Partnership, 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 97,254 shares
    Change vs previous 13F +3,208 shares

    4.9% of the 13F portfolio, value $23,856,457.

    13F-HR 0001398344-25-008043 filed by Rice Partnership, 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 94,046 shares
    Change vs previous 13F +2,569 shares

    4.29% of the 13F portfolio, value $22,543,841.

    13F-HR 0001398344-25-001044 filed by Rice Partnership, 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 91,477 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $19,288,843.

    13F-HR 0001398344-24-020619 filed by Rice Partnership, LLC
    Filed (acceptance time not in the bulk data set), ingested

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