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Disclosery

Blue Chip Partners, LLC: JPM position timeline

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

Blue Chip Partners, LLC held 154,400 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,400 shares
    Change vs previous 13F +767 shares

    3.19% of the 13F portfolio, value $50,539,851.

    13F-HR 0001632801-26-000004 filed by Blue Chip 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 153,633 shares
    Change vs previous 13F +1,230 shares

    3.25% of the 13F portfolio, value $45,192,753.

    13F-HR 0001632801-26-000003 filed by Blue Chip 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 152,403 shares
    Change vs previous 13F +523 shares

    3.56% of the 13F portfolio, value $49,107,358.

    13F-HR 0001632801-26-000001 filed by Blue Chip 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 151,880 shares
    Change vs previous 13F -1,913 shares

    3.58% of the 13F portfolio, value $47,907,609.

    13F-HR 0001632801-25-000009 filed by Blue Chip 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 153,793 shares
    Change vs previous 13F -14,087 shares

    3.63% of the 13F portfolio, value $44,586,149.

    13F-HR 0001632801-25-000005 filed by Blue Chip 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 167,880 shares
    Change vs previous 13F -3,120 shares

    3.55% of the 13F portfolio, value $41,181,071.

    13F-HR 0001632801-25-000004 filed by Blue Chip 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 171,000 shares
    Change vs previous 13F -3,980 shares

    3.52% of the 13F portfolio, value $40,990,394.

    13F-HR 0001632801-25-000002 filed by Blue Chip 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 174,980 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $36,896,198.

    13F-HR 0001632801-24-000006 filed by Blue Chip Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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