Skip to content
Disclosery

BTC Capital Management, Inc.: JPM position timeline

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

BTC Capital Management, Inc. held 72,923 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,923 shares
    Change vs previous 13F -2,802 shares

    1.45% of the 13F portfolio, value $23,869,905.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
    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 75,725 shares
    Change vs previous 13F -1,431 shares

    1.51% of the 13F portfolio, value $22,272,037.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
    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 77,156 shares
    Change vs previous 13F -1,260 shares

    1.74% of the 13F portfolio, value $24,884,101.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    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 78,416 shares
    Change vs previous 13F +3,952 shares

    1.71% of the 13F portfolio, value $24,734,445.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
    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 74,464 shares
    Change vs previous 13F +122 shares

    1.76% of the 13F portfolio, value $21,501,191.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
    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 74,342 shares
    Change vs previous 13F +1,068 shares

    1.67% of the 13F portfolio, value $18,236,853.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    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 73,274 shares
    Change vs previous 13F -5,273 shares

    1.63% of the 13F portfolio, value $17,555,166.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
    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 78,547 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $16,562,432.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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