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Disclosery

Brown Financial Advisors: JPM position timeline

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

Brown Financial Advisors held 9,025 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,025 shares
    Change vs previous 13F +49 shares

    1.03% of the 13F portfolio, value $2,954,153.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 8,976 shares
    Change vs previous 13F -452 shares

    1% of the 13F portfolio, value $2,640,380.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 9,428 shares
    Change vs previous 13F -162 shares

    1.11% of the 13F portfolio, value $3,037,890.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 9,590 shares
    Change vs previous 13F -72 shares

    1.12% of the 13F portfolio, value $3,024,974.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 9,662 shares
    Change vs previous 13F -260 shares

    1.09% of the 13F portfolio, value $2,801,110.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 9,922 shares
    Change vs previous 13F +881 shares

    1% of the 13F portfolio, value $2,433,867.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 9,041 shares
    Change vs previous 13F -166 shares

    0.87% of the 13F portfolio, value $2,167,218.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 9,207 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,941,388.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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