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River Street Advisors LLC: JPM position timeline

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

River Street Advisors LLC held 22,875 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 22,875 shares
    Change vs previous 13F +398 shares

    2.21% of the 13F portfolio, value $7,487,675.

    13F-HR 0001964897-26-000003 filed by River 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 ended2026-03-31
    13F 22,477 shares
    Change vs previous 13F +1,233 shares

    2.23% of the 13F portfolio, value $6,611,835.

    13F-HR 0001964897-26-000002 filed by River 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 ended2025-12-31
    13F 21,244 shares
    Change vs previous 13F -48 shares

    2.57% of the 13F portfolio, value $6,845,243.

    13F-HR 0001964897-26-000001 filed by River 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 ended2025-09-30
    13F 21,292 shares
    Change vs previous 13F -213 shares

    2.6% of the 13F portfolio, value $6,716,137.

    13F-HR 0001964897-25-000010 filed by River 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 ended2025-06-30
    13F 21,505 shares
    Change vs previous 13F +258 shares

    2.69% of the 13F portfolio, value $6,234,516.

    13F-HR 0001964897-25-000004 filed by River 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 ended2025-03-31
    13F 21,247 shares
    Change vs previous 13F +206 shares

    2.58% of the 13F portfolio, value $5,211,890.

    13F-HR 0001964897-25-000002 filed by River 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 ended2024-12-31
    13F 21,041 shares
    Change vs previous 13F -614 shares

    2.58% of the 13F portfolio, value $5,043,739.

    13F-HR 0001964897-25-000001 filed by River 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 ended2024-09-30
    13F 21,655 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $4,566,175.

    13F-HR 0000903783-24-000007 filed by River Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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