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Disclosery

Broadway Wealth Solutions, Inc.: JPM position timeline

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

Broadway Wealth Solutions, Inc. held 2,306 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,306 shares
    Change vs previous 13F +26 shares

    0.35% of the 13F portfolio, value $754,876.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, 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 2,280 shares
    Change vs previous 13F +114 shares

    0.35% of the 13F portfolio, value $670,596.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, 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 2,166 shares
    Change vs previous 13F -18 shares

    0.37% of the 13F portfolio, value $698,042.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, 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 2,184 shares
    Change vs previous 13F -130 shares

    0.39% of the 13F portfolio, value $688,902.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, 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 2,314 shares
    Change vs previous 13F +230 shares

    0.42% of the 13F portfolio, value $670,759.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, 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 2,084 shares
    Change vs previous 13F -412 shares

    0.37% of the 13F portfolio, value $511,272.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, 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 2,496 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $598,398.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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