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Disclosery

Freestone Capital Holdings, LLC: JPM position timeline

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

Freestone Capital Holdings, LLC held 112,378 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,378 shares
    Change vs previous 13F +7,092 shares

    0.96% of the 13F portfolio, value $36,784,815.

    13F-HR 0001172661-26-002975 filed by Freestone Capital Holdings, 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 105,286 shares
    Change vs previous 13F -303 shares

    0.94% of the 13F portfolio, value $30,971,072.

    13F-HR 0001172661-26-001772 filed by Freestone Capital Holdings, 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 105,589 shares
    Change vs previous 13F +1,509 shares

    1.01% of the 13F portfolio, value $34,022,757.

    13F-HR 0001172661-26-000297 filed by Freestone Capital Holdings, 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 104,080 shares
    Change vs previous 13F +4,470 shares

    1.01% of the 13F portfolio, value $32,829,835.

    13F-HR 0001172661-25-004725 filed by Freestone Capital Holdings, 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 99,610 shares
    Change vs previous 13F -4,414 shares

    0.98% of the 13F portfolio, value $28,877,872.

    13F-HR 0001172661-25-002886 filed by Freestone Capital Holdings, 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 104,024 shares
    Change vs previous 13F -4,106 shares

    0.96% of the 13F portfolio, value $25,517,002.

    13F-HR 0001172661-25-001788 filed by Freestone Capital Holdings, 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 108,130 shares
    Change vs previous 13F -141 shares

    0.9% of the 13F portfolio, value $25,919,940.

    13F-HR 0001172661-25-000557 filed by Freestone Capital Holdings, 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 108,271 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $22,830,158.

    13F-HR 0001172661-24-004850 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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