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Disclosery

Brickley Wealth Management: JPM position timeline

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

Brickley Wealth Management held 923 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 923 shares
    Change vs previous 13F +58 shares

    0.04% of the 13F portfolio, value $302,126.

    13F-HR 0001712533-26-000007 filed by Brickley Wealth Management
    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 865 shares
    Change vs previous 13F -153 shares

    0.04% of the 13F portfolio, value $254,448.

    13F-HR 0001712533-26-000005 filed by Brickley Wealth Management
    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 1,018 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $328,020.

    13F-HR 0001712533-26-000003 filed by Brickley Wealth Management
    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 1,010 shares
    Change vs previous 13F +199 shares

    0.06% of the 13F portfolio, value $318,584.

    13F-HR 0001712533-25-000018 filed by Brickley Wealth Management
    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 811 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $235,117.

    13F-HR 0001712533-25-000010 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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