Skip to content
Disclosery

B. Riley Wealth Advisors, Inc.: JPM position timeline

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

B. Riley Wealth Advisors, Inc. held 66,961 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 66,961 shares
    Change vs previous 13F +17,071 shares

    0.88% of the 13F portfolio, value $22,152,816.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,890 shares
    Change vs previous 13F +1,585 shares

    0.9% of the 13F portfolio, value $16,433,238.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 48,305 shares
    Change vs previous 13F -14,467 shares

    0.89% of the 13F portfolio, value $13,707,585.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 62,772 shares
    Change vs previous 13F -2,665 shares

    0.96% of the 13F portfolio, value $20,226,389.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 65,437 shares
    Change vs previous 13F -8,124 shares

    0.99% of the 13F portfolio, value $20,640,846.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 73,561 shares
    Change vs previous 13F -37,018 shares

    1.03% of the 13F portfolio, value $21,326,159.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 110,579 shares
    Change vs previous 13F +3,185 shares

    0.82% of the 13F portfolio, value $27,125,009.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 107,394 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $25,743,493.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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