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Badgley Phelps Wealth Managers, LLC: JPM position timeline

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

Badgley Phelps Wealth Managers, LLC held 274,631 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 274,631 shares
    Change vs previous 13F -1,174 shares

    1.57% of the 13F portfolio, value $89,895,052.

    13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, 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 275,805 shares
    Change vs previous 13F -45,797 shares

    1.62% of the 13F portfolio, value $81,130,794.

    13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, 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 321,602 shares
    Change vs previous 13F +25,784 shares

    1.9% of the 13F portfolio, value $103,626,577.

    13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, 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 295,818 shares
    Change vs previous 13F -1,750 shares

    1.96% of the 13F portfolio, value $93,309,852.

    13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, 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 297,568 shares
    Change vs previous 13F -1,973 shares

    1.91% of the 13F portfolio, value $86,267,921.

    13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, 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 299,541 shares
    Change vs previous 13F -3,032 shares

    1.77% of the 13F portfolio, value $73,477,436.

    13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, 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 302,573 shares
    Change vs previous 13F +3,761 shares

    1.69% of the 13F portfolio, value $72,529,802.

    13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, 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 298,812 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $63,007,523.

    13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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