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Disclosery

Bristlecone Advisors, LLC: JPM position timeline

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

Bristlecone Advisors, LLC held 34,386 JPM shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 34,386 shares
    Change vs previous 13F -766 shares

    0.91% of the 13F portfolio, value $10,846,361.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 35,152 shares
    Change vs previous 13F -3,446 shares

    0.86% of the 13F portfolio, value $10,190,842.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 38,598 shares
    Change vs previous 13F -92 shares

    0.77% of the 13F portfolio, value $9,467,998.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 38,690 shares
    Change vs previous 13F -173 shares

    0.72% of the 13F portfolio, value $9,274,455.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 38,863 shares
    Change vs previous 13F -428 shares

    0.66% of the 13F portfolio, value $8,194,632.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 39,291 shares
    Change vs previous 13F -943 shares

    0.68% of the 13F portfolio, value $7,946,921.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 40,234 shares
    Change vs previous 13F -309 shares

    0.71% of the 13F portfolio, value $8,058,856.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 40,543 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,896,392.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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