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Broadleaf Partners, LLC

SEC CIK
0001712686
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Broadleaf Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
39,360
Value
$12.9M
% of portfolio
2.5%
Quarters held
8
Since Q4 2022
Holdings of JPM by Broadleaf Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,360$12.9M2.5%+904+2.4%AddedHolders
Q1 202638,456$11.3M2.6%−1,303−3.3%ReducedHolders
Q4 202539,759$12.8M2.7%−21−0.1%ReducedHolders
Q3 202539,780$12.5M2.6%+13,765+52.9%AddedHolders
Q2 202526,015$7.54M1.7%+12,442+91.7%AddedHolders
Q1 202513,573$3.33M0.9%+13,573NewHolders
Q2 20230$00.0%−33,665−100.0%Sold outHolders
Q1 202333,665$4.39M1.6%+612+1.9%AddedHolders
Q4 202233,053$4.43M1.7%+33,053NewHolders