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Disclosery

Choate Investment Advisors: JPM position timeline

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

Choate Investment Advisors held 159,923 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 159,923 shares
    Change vs previous 13F -910 shares

    0.92% of the 13F portfolio, value $52,347,463.

    13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
    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 160,833 shares
    Change vs previous 13F +21,324 shares

    0.93% of the 13F portfolio, value $47,310,516.

    13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
    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 139,509 shares
    Change vs previous 13F +10,726 shares

    0.88% of the 13F portfolio, value $44,952,459.

    13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
    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 128,783 shares
    Change vs previous 13F +1,448 shares

    0.84% of the 13F portfolio, value $40,622,020.

    13F-HR 0001398344-25-020572 filed by Choate Investment Advisors
    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 127,335 shares
    Change vs previous 13F +5,034 shares

    0.8% of the 13F portfolio, value $36,915,690.

    13F-HR 0001398344-25-015075 filed by Choate Investment Advisors
    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 122,301 shares
    Change vs previous 13F -3,411 shares

    0.75% of the 13F portfolio, value $30,000,435.

    13F-HR 0001398344-25-009417 filed by Choate Investment Advisors
    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 125,712 shares
    Change vs previous 13F +12,805 shares

    0.72% of the 13F portfolio, value $30,134,424.

    13F-HR 0001398344-25-002290 filed by Choate Investment Advisors
    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 112,907 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $23,807,570.

    13F-HR 0001398344-24-020612 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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