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Disclosery

Brown Miller Wealth Management, LLC: JPM position timeline

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

Brown Miller Wealth Management, LLC held 45,560 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,560 shares
    Change vs previous 13F +46 shares

    3.75% of the 13F portfolio, value $14,913,045.

    13F-HR 0001840084-26-000004 filed by Brown Miller Wealth 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 45,514 shares
    Change vs previous 13F +263 shares

    3.81% of the 13F portfolio, value $13,388,524.

    13F-HR 0001840084-26-000002 filed by Brown Miller Wealth 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 45,251 shares
    Change vs previous 13F -137 shares

    4.03% of the 13F portfolio, value $14,580,903.

    13F-HR 0001840084-26-000001 filed by Brown Miller Wealth 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 45,388 shares
    Change vs previous 13F +299 shares

    4.06% of the 13F portfolio, value $14,316,823.

    13F-HR 0001840084-25-000015 filed by Brown Miller Wealth 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 45,089 shares
    Change vs previous 13F +14 shares

    4.06% of the 13F portfolio, value $13,071,813.

    13F-HR 0001840084-25-000013 filed by Brown Miller Wealth 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 45,075 shares
    Change vs previous 13F +304 shares

    3.83% of the 13F portfolio, value $11,056,805.

    13F-HR 0001840084-25-000010 filed by Brown Miller Wealth 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 44,771 shares
    Change vs previous 13F -581 shares

    4.12% of the 13F portfolio, value $10,732,086.

    13F-HR 0001840084-25-000001 filed by Brown Miller Wealth Management, LLC
    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/A 45,352 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $9,563,035.

    13F-HR/A 0001840084-25-000002 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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