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GRANDFIELD & DODD, LLC: JPM position timeline

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

GRANDFIELD & DODD, LLC held 20,774 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,774 shares
    Change vs previous 13F +30 shares

    0.36% of the 13F portfolio, value $6,799,953.

    13F-HR 0001308016-26-000004 filed by GRANDFIELD & DODD, 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 20,744 shares
    Change vs previous 13F -1,053 shares

    0.34% of the 13F portfolio, value $6,102,055.

    13F-HR 0001308016-26-000002 filed by GRANDFIELD & DODD, 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 21,797 shares
    Change vs previous 13F -925 shares

    0.4% of the 13F portfolio, value $7,023,429.

    13F-HR 0001308016-26-000001 filed by GRANDFIELD & DODD, 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 22,722 shares
    Change vs previous 13F -24 shares

    0.41% of the 13F portfolio, value $7,167,200.

    13F-HR 0001308016-25-000004 filed by GRANDFIELD & DODD, 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 22,746 shares
    Change vs previous 13F +478 shares

    0.39% of the 13F portfolio, value $6,594,293.

    13F-HR 0001085146-25-004722 filed by GRANDFIELD & DODD, 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 22,268 shares
    Change vs previous 13F -236 shares

    0.34% of the 13F portfolio, value $5,462,340.

    13F-HR 0001085146-25-002562 filed by GRANDFIELD & DODD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 22,504 shares
    Change vs previous 13F +47 shares

    0.33% of the 13F portfolio, value $5,394,434.

    13F-HR 0001085146-25-000843 filed by GRANDFIELD & DODD, LLC
    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 22,457 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,735,283.

    13F-HR 0001085146-24-005469 filed by GRANDFIELD & DODD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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