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South Street Advisors LLC: JPM position timeline

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

South Street Advisors LLC held 9,518 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,518 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $3,115,527.

    13F-HR 0001172661-26-003079 filed by South 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 9,518 shares
    Change vs previous 13F +97 shares

    0.41% of the 13F portfolio, value $2,799,815.

    13F-HR 0001172661-26-001789 filed by South 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 9,421 shares
    Change vs previous 13F +34 shares

    0.43% of the 13F portfolio, value $3,035,635.

    13F-HR 0001172661-26-000551 filed by South 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 9,387 shares
    Change vs previous 13F +580 shares

    0.39% of the 13F portfolio, value $2,960,941.

    13F-HR 0001172661-25-004820 filed by South 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 8,807 shares
    Change vs previous 13F +25 shares

    0.38% of the 13F portfolio, value $2,553,237.

    13F-HR 0001172661-25-003333 filed by South 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 8,782 shares
    Change vs previous 13F -150 shares

    0.35% of the 13F portfolio, value $2,154,225.

    13F-HR 0001172661-25-002217 filed by South 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 8,932 shares
    Change vs previous 13F -500 shares

    0.33% of the 13F portfolio, value $2,141,090.

    13F-HR 0001172661-25-000620 filed by South 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 9,432 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,988,832.

    13F-HR 0001172661-24-004496 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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