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Disclosery

Rockingstone Advisors LLC: JPM position timeline

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

Rockingstone Advisors LLC held 11,562 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,562 shares
    Change vs previous 13F +160 shares

    1.52% of the 13F portfolio, value $3,784,589.

    13F-HR 0002027176-26-000003 filed by Rockingstone 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 11,402 shares
    Change vs previous 13F -10 shares

    1.54% of the 13F portfolio, value $3,354,012.

    13F-HR 0002027176-26-000002 filed by Rockingstone 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 11,412 shares
    Change vs previous 13F +450 shares

    1.68% of the 13F portfolio, value $3,677,175.

    13F-HR 0002027176-26-000001 filed by Rockingstone 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 10,962 shares
    Change vs previous 13F -200 shares

    1.71% of the 13F portfolio, value $3,457,744.

    13F-HR 0002027176-25-000007 filed by Rockingstone 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 11,162 shares
    Change vs previous 13F -3,540 shares

    1.7% of the 13F portfolio, value $3,235,975.

    13F-HR 0002027176-25-000004 filed by Rockingstone 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 14,702 shares
    Change vs previous 13F +255 shares

    1.62% of the 13F portfolio, value $3,606,401.

    13F-HR 0002027176-25-000003 filed by Rockingstone 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 14,447 shares
    Change vs previous 13F +183 shares

    1.53% of the 13F portfolio, value $3,463,090.

    13F-HR 0002027176-25-000001 filed by Rockingstone 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 14,264 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,007,707.

    13F-HR 0002027176-24-000009 filed by Rockingstone Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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