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Stonebridge Capital Advisors LLC: JPM position timeline

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

Stonebridge Capital Advisors LLC held 113,983 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,983 shares
    Change vs previous 13F -2,230 shares

    2.39% of the 13F portfolio, value $37,310,196.

    13F-HR 0001600035-26-000003 filed by Stonebridge Capital 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 116,213 shares
    Change vs previous 13F -1,044 shares

    2.39% of the 13F portfolio, value $34,185,181.

    13F-HR 0001600035-26-000002 filed by Stonebridge 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 ended2025-12-31
    13F 117,257 shares
    Change vs previous 13F -2,143 shares

    2.62% of the 13F portfolio, value $37,782,551.

    13F-HR 0001600035-26-000001 filed by Stonebridge 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 ended2025-09-30
    13F 119,400 shares
    Change vs previous 13F -1,158 shares

    2.69% of the 13F portfolio, value $37,662,379.

    13F-HR 0001600035-25-000005 filed by Stonebridge 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 ended2025-06-30
    13F 120,558 shares
    Change vs previous 13F -8,855 shares

    2.65% of the 13F portfolio, value $34,951,079.

    13F-HR 0001600035-25-000003 filed by Stonebridge 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 ended2025-03-31
    13F 129,413 shares
    Change vs previous 13F -25,854 shares

    2.59% of the 13F portfolio, value $31,744,986.

    13F-HR 0001600035-25-000002 filed by Stonebridge 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 ended2024-12-31
    13F 155,267 shares
    Change vs previous 13F -2,116 shares

    2.99% of the 13F portfolio, value $37,219,111.

    13F-HR 0001600035-25-000001 filed by Stonebridge 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 ended2024-09-30
    13F 157,383 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $33,185,711.

    13F-HR 0001600035-24-000006 filed by Stonebridge Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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