Skip to content
Disclosery

Brady Martz Wealth Solutions, LLC: JPM position timeline

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

Brady Martz Wealth Solutions, LLC held 12,189 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,189 shares
    Change vs previous 13F +163 shares

    0.6% of the 13F portfolio, value $3,989,951.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 12,026 shares
    Change vs previous 13F +1,901 shares

    0.6% of the 13F portfolio, value $3,537,458.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 10,125 shares
    Change vs previous 13F -1,117 shares

    0.57% of the 13F portfolio, value $3,262,340.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 11,242 shares
    Change vs previous 13F +17 shares

    0.64% of the 13F portfolio, value $3,546,003.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 11,225 shares
    Change vs previous 13F -128 shares

    0.63% of the 13F portfolio, value $3,254,104.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 11,353 shares
    Change vs previous 13F -45 shares

    0.63% of the 13F portfolio, value $2,784,964.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 11,398 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,820,777.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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