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Disclosery

Ballentine Partners, LLC: JPM position timeline

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

Ballentine Partners, LLC held 96,996 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,996 shares
    Change vs previous 13F -338 shares

    0.39% of the 13F portfolio, value $31,749,798.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 97,334 shares
    Change vs previous 13F +612 shares

    0.4% of the 13F portfolio, value $28,632,151.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 96,722 shares
    Change vs previous 13F -972 shares

    0.44% of the 13F portfolio, value $31,165,858.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 97,694 shares
    Change vs previous 13F +1,023 shares

    0.43% of the 13F portfolio, value $30,815,712.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 96,671 shares
    Change vs previous 13F +4,210 shares

    0.42% of the 13F portfolio, value $28,025,976.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 92,461 shares
    Change vs previous 13F +1,698 shares

    0.39% of the 13F portfolio, value $22,680,756.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 90,763 shares
    Change vs previous 13F +3,910 shares

    0.37% of the 13F portfolio, value $21,756,872.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 86,853 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $18,313,888.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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