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Disclosery

Colter Lewis Investment Partners LLC: JPM position timeline

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

Colter Lewis Investment Partners LLC held 2,798 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 2,798 shares
    Change vs previous 13F -3,790 shares

    0.41% of the 13F portfolio, value $915,869.

    13F-HR 0001405086-26-000598 filed by Colter Lewis Investment 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 6,588 shares
    Change vs previous 13F +2,387 shares

    1.82% of the 13F portfolio, value $1,937,926.

    13F-HR 0001405086-26-000325 filed by Colter Lewis Investment 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 4,201 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,353,646.

    13F-HR 0001405086-26-000110 filed by Colter Lewis Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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