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BCWM, LLC: JPM position timeline

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

BCWM, LLC held 24,146 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,146 shares
    Change vs previous 13F -3,763 shares

    2.31% of the 13F portfolio, value $7,903,795.

    13F-HR 0001542165-26-000003 filed by BCWM, 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 27,909 shares
    Change vs previous 13F -724 shares

    2.33% of the 13F portfolio, value $8,209,625.

    13F-HR 0001542165-26-000002 filed by BCWM, 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 28,633 shares
    Change vs previous 13F -6,096 shares

    2.76% of the 13F portfolio, value $9,226,174.

    13F-HR 0001542165-26-000001 filed by BCWM, 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 34,729 shares
    Change vs previous 13F -7,040 shares

    3.28% of the 13F portfolio, value $10,954,703.

    13F-HR 0001542165-25-000005 filed by BCWM, 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 41,769 shares
    Change vs previous 13F -998 shares

    3.84% of the 13F portfolio, value $12,109,119.

    13F-HR 0001542165-25-000003 filed by BCWM, 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 42,767 shares
    Change vs previous 13F -737 shares

    3.65% of the 13F portfolio, value $10,490,624.

    13F-HR 0001542165-25-000002 filed by BCWM, 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 43,504 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $10,428,263.

    13F-HR 0001542165-25-000001 filed by BCWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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