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Disclosery

Welch & Forbes LLC: JPM position timeline

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

Welch & Forbes LLC held 645,494 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 645,494 shares
    Change vs previous 13F -7,413 shares

    2.57% of the 13F portfolio, value $211,289,632.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes 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 652,907 shares
    Change vs previous 13F -13,050 shares

    2.48% of the 13F portfolio, value $192,059,041.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes 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 665,957 shares
    Change vs previous 13F -5,331 shares

    2.6% of the 13F portfolio, value $214,584,703.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes 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 671,288 shares
    Change vs previous 13F -8,560 shares

    2.55% of the 13F portfolio, value $211,744,442.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes 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 679,848 shares
    Change vs previous 13F -9,967 shares

    2.46% of the 13F portfolio, value $197,094,807.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes 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 689,815 shares
    Change vs previous 13F -8,636 shares

    2.21% of the 13F portfolio, value $169,211,820.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes 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 698,451 shares
    Change vs previous 13F -4,026 shares

    2.15% of the 13F portfolio, value $167,425,788.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes 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 702,477 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $148,124,382.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

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