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Disclosery

Bolthouse Investments, LLC: JPM position timeline

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

Bolthouse Investments, LLC held 8,802 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,802 shares
    Change vs previous 13F 0 shares

    2.33% of the 13F portfolio, value $2,881,225.

    13F-HR 0001941040-26-000560 filed by Bolthouse Investments, 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 8,802 shares
    Change vs previous 13F 0 shares

    2.34% of the 13F portfolio, value $2,589,255.

    13F-HR 0001941040-26-000273 filed by Bolthouse Investments, 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 8,802 shares
    Change vs previous 13F +485 shares

    2.52% of the 13F portfolio, value $2,836,246.

    13F-HR 0001941040-26-000047 filed by Bolthouse Investments, 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 8,317 shares
    Change vs previous 13F 0 shares

    2.38% of the 13F portfolio, value $2,623,495.

    13F-HR 0001941040-25-000573 filed by Bolthouse Investments, 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/A 8,317 shares
    Change vs previous 13F 0 shares

    2.39% of the 13F portfolio, value $2,411,240.

    13F-HR/A 0001941040-25-000570 filed by Bolthouse Investments, 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 8,317 shares
    Change vs previous 13F 0 shares

    2.13% of the 13F portfolio, value $2,040,210.

    13F-HR 0001941040-25-000240 filed by Bolthouse Investments, 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 8,317 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $1,993,716.

    13F-HR 0001941040-25-000168 filed by Bolthouse Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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