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Disclosery

Boltwood Capital Management: JPM position timeline

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

Boltwood Capital Management held 17,071 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,071 shares
    Change vs previous 13F +127 shares

    1.27% of the 13F portfolio, value $5,647,599.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,944 shares
    Change vs previous 13F -38 shares

    1.27% of the 13F portfolio, value $5,546,280.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,982 shares
    Change vs previous 13F +130 shares

    1.27% of the 13F portfolio, value $4,995,425.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,852 shares
    Change vs previous 13F -99 shares

    1.41% of the 13F portfolio, value $5,430,051.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,951 shares
    Change vs previous 13F +38 shares

    1.42% of the 13F portfolio, value $5,346,854.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,913 shares
    Change vs previous 13F +478 shares

    1.39% of the 13F portfolio, value $4,903,248.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,435 shares
    Change vs previous 13F +1,985 shares

    1.23% of the 13F portfolio, value $4,031,506.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,450 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,463,810.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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