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Disclosery

Bollard Group LLC: JPM position timeline

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

Bollard Group LLC held 149,952 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,952 shares
    Change vs previous 13F +3,383 shares

    1.49% of the 13F portfolio, value $49,084,000.

    13F-HR 0000929638-26-003007 filed by Bollard Group 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 146,569 shares
    Change vs previous 13F +19,190 shares

    1.32% of the 13F portfolio, value $43,115,000.

    13F-HR 0000929638-26-001858 filed by Bollard Group 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 127,379 shares
    Change vs previous 13F -14,008 shares

    1.08% of the 13F portfolio, value $41,044,000.

    13F-HR 0000929638-26-000624 filed by Bollard Group 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 141,387 shares
    Change vs previous 13F +7,228 shares

    1.1% of the 13F portfolio, value $44,598,000.

    13F-HR 0000929638-25-004264 filed by Bollard Group 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 134,159 shares
    Change vs previous 13F +11,085 shares

    0.89% of the 13F portfolio, value $38,894,000.

    13F-HR 0000929638-25-003004 filed by Bollard Group 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 123,074 shares
    Change vs previous 13F +620 shares

    0.79% of the 13F portfolio, value $30,190,000.

    13F-HR 0000929638-25-001883 filed by Bollard Group 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 122,454 shares
    Change vs previous 13F -24,103 shares

    0.81% of the 13F portfolio, value $29,354,000.

    13F-HR 0000929638-25-000729 filed by Bollard Group 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 146,557 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $30,903,000.

    13F-HR 0000929638-24-003845 filed by Bollard Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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