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Disclosery

HEADINVEST, LLC: JPM position timeline

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

HEADINVEST, LLC held 19,554 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 19,554 shares
    Change vs previous 13F +582 shares

    1.19% of the 13F portfolio, value $6,400,665.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 18,972 shares
    Change vs previous 13F -187 shares

    1.14% of the 13F portfolio, value $5,580,852.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 19,159 shares
    Change vs previous 13F +308 shares

    1.23% of the 13F portfolio, value $6,173,466.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 18,851 shares
    Change vs previous 13F -978 shares

    1.23% of the 13F portfolio, value $5,946,223.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 19,829 shares
    Change vs previous 13F -5,893 shares

    1.22% of the 13F portfolio, value $5,748,673.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 25,722 shares
    Change vs previous 13F -495 shares

    1.23% of the 13F portfolio, value $6,309,647.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 26,217 shares
    Change vs previous 13F -247 shares

    1.19% of the 13F portfolio, value $6,284,517.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, 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 26,464 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $5,580,234.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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