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BRASADA CAPITAL MANAGEMENT, LP: JPM position timeline

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

BRASADA CAPITAL MANAGEMENT, LP held 17,343 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 17,343 shares
    Change vs previous 13F +875 shares

    1.02% of the 13F portfolio, value $5,676,884.

    13F-HR/A 0001420506-26-001843 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 16,468 shares
    Change vs previous 13F +480 shares

    0.89% of the 13F portfolio, value $4,865,471.

    13F-HR 0001420506-26-001123 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 15,988 shares
    Change vs previous 13F +835 shares

    0.9% of the 13F portfolio, value $5,203,774.

    13F-HR 0001420506-26-000395 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 15,153 shares
    Change vs previous 13F +616 shares

    0.79% of the 13F portfolio, value $4,660,305.

    13F-HR 0001420506-25-003331 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 14,537 shares
    Change vs previous 13F +195 shares

    0.73% of the 13F portfolio, value $4,302,952.

    13F-HR 0001420506-25-002057 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 14,342 shares
    Change vs previous 13F +1,183 shares

    0.62% of the 13F portfolio, value $3,110,350.

    13F-HR 0001420506-25-001235 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 13,159 shares
    Change vs previous 13F +1,433 shares

    0.57% of the 13F portfolio, value $3,213,559.

    13F-HR 0001420506-25-000500 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 11,726 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,430,683.

    13F-HR 0001420506-24-002449 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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