Skip to content
Disclosery

Stokes Capital Advisors, LLC: JPM position timeline

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

Stokes Capital Advisors, LLC held 45,738 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,738 shares
    Change vs previous 13F +403 shares

    3.32% of the 13F portfolio, value $15,131,503.

    13F-HR 0001085146-26-000873 filed by Stokes Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,335 shares
    Change vs previous 13F -753 shares

    3.18% of the 13F portfolio, value $14,839,506.

    13F-HR 0001734460-26-000004 filed by Stokes Capital 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 ended2026-03-31
    13F/A 46,088 shares
    Change vs previous 13F +117 shares

    3.04% of the 13F portfolio, value $13,557,247.

    13F-HR/A 0001734460-26-000003 filed by Stokes Capital 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 ended2025-12-31
    13F 45,971 shares
    Change vs previous 13F -1,000 shares

    3.38% of the 13F portfolio, value $14,812,776.

    13F-HR 0001085146-26-000070 filed by Stokes Capital 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 ended2025-09-30
    13F 46,971 shares
    Change vs previous 13F -341 shares

    3.45% of the 13F portfolio, value $14,816,063.

    13F-HR 0001085146-25-005873 filed by Stokes Capital 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 ended2025-06-30
    13F 47,312 shares
    Change vs previous 13F +1,223 shares

    3.36% of the 13F portfolio, value $13,716,222.

    13F-HR 0001085146-25-003695 filed by Stokes Capital 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 ended2025-03-31
    13F 46,089 shares
    Change vs previous 13F +398 shares

    2.87% of the 13F portfolio, value $11,305,632.

    13F-HR 0001085146-25-002061 filed by Stokes Capital 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 ended2024-12-31
    13F 45,691 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $10,952,590.

    13F-HR 0001085146-25-000279 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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