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BRADLEY FOSTER & SARGENT INC/CT: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on JPM, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 971,483 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 971,483 shares
    Change vs previous 13F +8,328 shares

    4.5% of the 13F portfolio, value $317,995,536.

    13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
    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/A 963,155 shares
    Change vs previous 13F -15,717 shares

    4.4% of the 13F portfolio, value $283,321,586.

    13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 978,872 shares
    Change vs previous 13F -8,993 shares

    4.63% of the 13F portfolio, value $315,412,258.

    13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 987,865 shares
    Change vs previous 13F -13,494 shares

    4.59% of the 13F portfolio, value $311,602,163.

    13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 1,001,359 shares
    Change vs previous 13F +891 shares

    4.54% of the 13F portfolio, value $290,303,943.

    13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 1,000,468 shares
    Change vs previous 13F -54,977 shares

    4.2% of the 13F portfolio, value $245,414,749.

    13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 1,055,445 shares
    Change vs previous 13F +1,676 shares

    4.25% of the 13F portfolio, value $253,000,651.

    13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 1,053,769 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $222,197,672.

    13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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