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Disclosery

Brown Shipley& Co Ltd: JPM position timeline

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

Brown Shipley& Co Ltd held 32,226 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,226 shares
    Change vs previous 13F +625 shares

    5.13% of the 13F portfolio, value $10,661,328.

    13F-HR 0001912970-26-000004 filed by Brown Shipley& Co Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,601 shares
    Change vs previous 13F +524 shares

    5.36% of the 13F portfolio, value $10,343,955.

    13F-HR 0001912970-26-000003 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 31,077 shares
    Change vs previous 13F +258 shares

    5.49% of the 13F portfolio, value $9,141,610.

    13F-HR 0001912970-26-000002 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,819 shares
    Change vs previous 13F -1,318 shares

    5.31% of the 13F portfolio, value $9,930,498.

    13F-HR 0001912970-26-000001 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,137 shares
    Change vs previous 13F -5,205 shares

    5.35% of the 13F portfolio, value $10,136,974.

    13F-HR 0001912970-25-000005 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 37,342 shares
    Change vs previous 13F -4,087 shares

    5.96% of the 13F portfolio, value $10,825,819.

    13F-HR 0001912970-25-000004 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 41,429 shares
    Change vs previous 13F -5,944 shares

    5.75% of the 13F portfolio, value $10,162,534.

    13F-HR 0001912970-25-000002 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 47,373 shares
    Change vs previous 13F not available

    5.64% of the 13F portfolio, value $11,355,782.

    13F-HR 0001912970-25-000001 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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