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Rinkey Investments: JPM position timeline

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

Rinkey Investments held 977 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 977 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $319,801.

    13F-HR 0001172661-26-002676 filed by Rinkey Investments
    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 977 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $287,394.

    13F-HR 0001172661-26-001645 filed by Rinkey Investments
    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 977 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $314,809.

    13F-HR 0001172661-26-000467 filed by Rinkey Investments
    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 977 shares
    Change vs previous 13F -167 shares

    0.08% of the 13F portfolio, value $308,175.

    13F-HR 0001172661-25-004914 filed by Rinkey Investments
    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 1,144 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $331,526.

    13F-HR 0001172661-25-003098 filed by Rinkey Investments
    Filed (acceptance time not in the bulk data set), ingested

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