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Disclosery

Bray Capital Advisors: JPM position timeline

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

Bray Capital Advisors held 43,327 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 43,327 shares
    Change vs previous 13F -6,449 shares

    2.81% of the 13F portfolio, value $10,385,868.

    13F-HR 0001580642-25-000663 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 49,776 shares
    Change vs previous 13F -995 shares

    2.57% of the 13F portfolio, value $10,495,872.

    13F-HR 0001580642-24-006545 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 50,771 shares
    Change vs previous 13F -1,041 shares

    2.58% of the 13F portfolio, value $10,268,985.

    13F-HR 0001580642-24-004036 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 51,812 shares
    Change vs previous 13F -302 shares

    2.64% of the 13F portfolio, value $10,377,861.

    13F-HR 0001580642-24-002387 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 52,114 shares
    Change vs previous 13F -200 shares

    2.46% of the 13F portfolio, value $8,864,583.

    13F-HR 0001580642-24-000585 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 52,314 shares
    Change vs previous 13F +210 shares

    2.31% of the 13F portfolio, value $7,586,601.

    13F-HR 0001580642-23-005759 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 52,104 shares
    Change vs previous 13F -2,169 shares

    2.27% of the 13F portfolio, value $7,577,935.

    13F-HR 0001580642-23-003829 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 54,273 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $7,072,286.

    13F-HR 0001580642-23-002305 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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