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Rock Point Advisors, LLC

SEC CIK
0001301540
Latest filing
Aug 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Rock Point Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,290
Value
$422.3K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of JPM by Rock Point Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,290$422.3K0.1%00.0%UnchangedHolders
Q1 20261,290$379.5K0.1%+343+36.2%AddedHolders
Q4 2025947$305.1K0.1%+21+2.3%AddedHolders
Q3 2025926$292.1K0.1%00.0%UnchangedHolders
Q2 2025926$268.5K0.1%00.0%UnchangedHolders
Q1 2025926$227.1K0.1%00.0%UnchangedHolders
Q4 2024926$222.0K0.1%−136−12.8%ReducedHolders
Q3 20241,062$223.9K0.1%−62−5.5%ReducedHolders
Q2 20241,124$227.3K0.1%00.0%UnchangedHolders
Q1 20241,124$225.1K0.1%+1,124NewHolders