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Brentview Investment Management LLC: JPM position timeline

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

Brentview Investment Management LLC held 28,187 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,187 shares
    Change vs previous 13F +857 shares

    3.65% of the 13F portfolio, value $9,226,517.

    13F-HR 0002052564-26-000005 filed by Brentview Investment Management 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 27,330 shares
    Change vs previous 13F +1,202 shares

    3.48% of the 13F portfolio, value $8,039,308.

    13F-HR 0002052564-26-000003 filed by Brentview Investment Management 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 26,128 shares
    Change vs previous 13F +264 shares

    3.81% of the 13F portfolio, value $8,418,846.

    13F-HR 0002052564-26-000001 filed by Brentview Investment Management 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 25,864 shares
    Change vs previous 13F +940 shares

    3.72% of the 13F portfolio, value $8,158,138.

    13F-HR 0002052564-25-000006 filed by Brentview Investment Management 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 24,924 shares
    Change vs previous 13F -450 shares

    3.65% of the 13F portfolio, value $7,225,666.

    13F-HR 0002052564-25-000004 filed by Brentview Investment Management 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 25,374 shares
    Change vs previous 13F +1,298 shares

    3.31% of the 13F portfolio, value $6,224,229.

    13F-HR 0002052564-25-000003 filed by Brentview Investment Management 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 24,076 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $5,771,347.

    13F-HR 0002052564-25-000001 filed by Brentview Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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