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BRADY FAMILY WEALTH, LLC: JPM position timeline

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

BRADY FAMILY WEALTH, LLC held 21,534 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,534 shares
    Change vs previous 13F +1,129 shares

    2.03% of the 13F portfolio, value $7,048,837.

    13F-HR 0001725547-26-000226 filed by BRADY FAMILY WEALTH, 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 20,405 shares
    Change vs previous 13F +1,350 shares

    1.87% of the 13F portfolio, value $6,002,348.

    13F-HR 0001725547-26-000124 filed by BRADY FAMILY WEALTH, 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 19,055 shares
    Change vs previous 13F -34 shares

    1.9% of the 13F portfolio, value $6,139,819.

    13F-HR 0001725547-26-000001 filed by BRADY FAMILY WEALTH, 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 19,089 shares
    Change vs previous 13F +5,876 shares

    1.86% of the 13F portfolio, value $6,021,309.

    13F-HR 0001725547-25-004110 filed by BRADY FAMILY WEALTH, 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 13,213 shares
    Change vs previous 13F -30 shares

    1.19% of the 13F portfolio, value $3,830,648.

    13F-HR 0001725547-25-003396 filed by BRADY FAMILY WEALTH, 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 13,243 shares
    Change vs previous 13F -922 shares

    1.04% of the 13F portfolio, value $3,248,562.

    13F-HR 0001725547-25-001427 filed by BRADY FAMILY WEALTH, 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 14,165 shares
    Change vs previous 13F -61 shares

    1.04% of the 13F portfolio, value $3,395,556.

    13F-HR 0001725547-25-000089 filed by BRADY FAMILY WEALTH, 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 14,226 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,999,721.

    13F-HR 0001725547-24-005913 filed by BRADY FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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