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River Street Advisors LLC

SEC CIK
0001964897
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by River Street 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)
22,875
Value
$7.49M
% of portfolio
2.2%
Quarters held
15
Since Q4 2022
Holdings of JPM by River Street Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,875$7.49M2.2%+398+1.8%AddedHolders
Q1 202622,477$6.61M2.2%+1,233+5.8%AddedHolders
Q4 202521,244$6.85M2.6%−48−0.2%ReducedHolders
Q3 202521,292$6.72M2.6%−213−1.0%ReducedHolders
Q2 202521,505$6.23M2.7%+258+1.2%AddedHolders
Q1 202521,247$5.21M2.6%+206+1.0%AddedHolders
Q4 202421,041$5.04M2.6%−614−2.8%ReducedHolders
Q3 202421,655$4.57M2.5%+288+1.3%AddedHolders
Q2 202421,367$4.32M2.7%+2,716+14.6%AddedHolders
Q1 202418,651$3.74M2.5%+841+4.7%AddedHolders
Q4 202317,810$3.03M2.4%+918+5.4%AddedHolders
Q3 202316,892$2.45M2.3%+44+0.3%AddedHolders
Q2 202316,848$2.45M2.3%−316−1.8%ReducedHolders
Q1 202317,164$2.24M2.2%+252+1.5%AddedHolders
Q4 202216,912$2.27M2.4%–No prior filingHolders