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Disclosery

Brick & Kyle, Associates: JPM position timeline

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

Brick & Kyle, Associates held 29,578 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,578 shares
    Change vs previous 13F 0 shares

    2.87% of the 13F portfolio, value $8,700,693.

    13F-HR 0001632253-26-000006 filed by Brick & Kyle, Associates
    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 29,578 shares
    Change vs previous 13F -2,739 shares

    2.87% of the 13F portfolio, value $8,700,693.

    13F-HR 0001632253-26-000005 filed by Brick & Kyle, Associates
    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 32,317 shares
    Change vs previous 13F -369 shares

    3.69% of the 13F portfolio, value $10,413,000.

    13F-HR 0001632253-26-000001 filed by Brick & Kyle, Associates
    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 32,686 shares
    Change vs previous 13F -127 shares

    3.8% of the 13F portfolio, value $10,310,000.

    13F-HR 0001632253-25-000005 filed by Brick & Kyle, Associates
    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 32,813 shares
    Change vs previous 13F -27 shares

    4.22% of the 13F portfolio, value $9,508,000.

    13F-HR 0001632253-25-000004 filed by Brick & Kyle, Associates
    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 32,840 shares
    Change vs previous 13F -893 shares

    3.65% of the 13F portfolio, value $7,943,000.

    13F-HR 0001632253-25-000002 filed by Brick & Kyle, Associates
    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 33,733 shares
    Change vs previous 13F -167 shares

    3.44% of the 13F portfolio, value $8,086,000.

    13F-HR 0001632253-25-000001 filed by Brick & Kyle, Associates
    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 33,900 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $7,050,000.

    13F-HR 0001632253-24-000004 filed by Brick & Kyle, Associates
    Filed (acceptance time not in the bulk data set), ingested

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