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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: JPM position timeline

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

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC held 93,527 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,527 shares
    Change vs previous 13F -17,192 shares

    1.7% of the 13F portfolio, value $30,614,232.

    13F-HR 0001765380-26-000264 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 110,719 shares
    Change vs previous 13F +145 shares

    1.72% of the 13F portfolio, value $32,568,999.

    13F-HR 0001765380-26-000127 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 110,574 shares
    Change vs previous 13F -2,480 shares

    1.83% of the 13F portfolio, value $35,629,213.

    13F-HR 0001765380-26-000042 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 113,054 shares
    Change vs previous 13F -668 shares

    1.81% of the 13F portfolio, value $35,660,718.

    13F-HR 0001765380-25-000434 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 113,722 shares
    Change vs previous 13F -4,891 shares

    1.75% of the 13F portfolio, value $32,969,054.

    13F-HR 0001765380-25-000342 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 118,613 shares
    Change vs previous 13F -6,170 shares

    1.68% of the 13F portfolio, value $29,095,752.

    13F-HR 0001005607-25-000005 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 124,783 shares
    Change vs previous 13F -3,142 shares

    1.73% of the 13F portfolio, value $29,911,615.

    13F-HR 0001005607-25-000002 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 127,925 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $26,974,256.

    13F-HR 0001005607-24-000014 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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