Bartlett & Co. LLC: JPM position timeline

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

Bartlett & Co. LLC held 821,117 JPM shares at 2023-12-31 per its 13F-HR filed 2024-01-08.

the latest 13F is the newest step

period ended2023-12-31
13F 821,117 shares
Change vs previous 13F +2,427 shares
2.27% of the 13F portfolio, value $139,829,000.
13F-HR 0001550075-24-000001 filed by Bartlett & Co. LLC
Filed 2024-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 818,690 shares
Change vs previous 13F +5,039 shares
2.13% of the 13F portfolio, value $118,727,000.
13F-HR 0001550075-23-000004 filed by Bartlett & Co. LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 813,651 shares
Change vs previous 13F +77,340 shares
2.05% of the 13F portfolio, value $118,337,000.
13F-HR 0001550075-23-000003 filed by Bartlett & Co. LLC
Filed 2023-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 736,311 shares
Change vs previous 13F +11,166 shares
1.85% of the 13F portfolio, value $95,918,000.
13F-HR 0001550075-23-000002 filed by Bartlett & Co. LLC
Filed 2023-04-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 725,145 shares
Change vs previous 13F +5,231 shares
1.96% of the 13F portfolio, value $97,240,000.
13F-HR 0001550075-23-000001 filed by Bartlett & Co. LLC
Filed 2023-01-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 719,914 shares
Change vs previous 13F -883 shares
1.62% of the 13F portfolio, value $75,234,000.
13F-HR 0001550075-22-000007 filed by Bartlett & Co. LLC
Filed 2022-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 720,797 shares
Change vs previous 13F +2,832 shares
1.64% of the 13F portfolio, value $81,169,000.
13F-HR 0001550075-22-000006 filed by Bartlett & Co. LLC
Filed 2022-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 717,965 shares
Change vs previous 13F not available
1.71% of the 13F portfolio, value $97,873,000.
13F-HR 0001550075-22-000004 filed by Bartlett & Co. LLC
Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).