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Braun-Bostich & Associates Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Braun-Bostich & Associates Inc. on JPM, newest first. How the timeline and the estimate are built.

Braun-Bostich & Associates Inc. held 2,581 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,581 shares
    Change vs previous 13F +297 shares

    0.47% of the 13F portfolio, value $844,839.

    13F-HR 0001951757-26-001030 filed by Braun-Bostich & Associates Inc.
    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 2,284 shares
    Change vs previous 13F -62 shares

    0.42% of the 13F portfolio, value $671,861.

    13F-HR 0001951757-26-000605 filed by Braun-Bostich & Associates Inc.
    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 2,346 shares
    Change vs previous 13F -281 shares

    0.47% of the 13F portfolio, value $755,928.

    13F-HR 0001951757-26-000091 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,627 shares
    Change vs previous 13F -129 shares

    0.52% of the 13F portfolio, value $828,635.

    13F-HR 0001951757-25-001254 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,756 shares
    Change vs previous 13F -113 shares

    0.55% of the 13F portfolio, value $798,992.

    13F-HR 0001951757-25-000573 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,869 shares
    Change vs previous 13F -2 shares

    0.52% of the 13F portfolio, value $703,766.

    13F-HR 0001951757-25-000367 filed by Braun-Bostich & Associates Inc.
    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 2,871 shares
    Change vs previous 13F -659 shares

    0.5% of the 13F portfolio, value $688,207.

    13F-HR 0001951757-25-000057 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,530 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $744,336.

    13F-HR 0001951757-24-001025 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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