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Disclosery

Broadleaf Partners, LLC: JPM position timeline

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

Broadleaf Partners, LLC held 39,360 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,360 shares
    Change vs previous 13F +904 shares

    2.49% of the 13F portfolio, value $12,883,709.

    13F-HR 0001193125-26-347796 filed by Broadleaf Partners, 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 38,456 shares
    Change vs previous 13F -1,303 shares

    2.64% of the 13F portfolio, value $11,312,217.

    13F-HR 0001193125-26-223013 filed by Broadleaf Partners, 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 39,759 shares
    Change vs previous 13F -21 shares

    2.7% of the 13F portfolio, value $12,811,145.

    13F-HR 0001193125-26-049981 filed by Broadleaf Partners, 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 39,780 shares
    Change vs previous 13F +13,765 shares

    2.62% of the 13F portfolio, value $12,547,805.

    13F-HR 0001193125-25-280140 filed by Broadleaf Partners, 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 26,015 shares
    Change vs previous 13F +12,442 shares

    1.66% of the 13F portfolio, value $7,542,009.

    13F-HR 0000950123-25-008072 filed by Broadleaf Partners, 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 13,573 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,329,457.

    13F-HR 0000950123-25-005173 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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