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Disclosery

IronBridge Private Wealth, LLC: JPM position timeline

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

IronBridge Private Wealth, LLC held 1,656 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,656 shares
    Change vs previous 13F +7 shares

    0.18% of the 13F portfolio, value $542,088.

    13F-HR 0001172661-26-003351 filed by IronBridge Private Wealth, 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 1,649 shares
    Change vs previous 13F -25 shares

    0.16% of the 13F portfolio, value $485,018.

    13F-HR 0001172661-26-001846 filed by IronBridge Private Wealth, 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 1,674 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $539,396.

    13F-HR 0001172661-26-001321 filed by IronBridge Private Wealth, 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 1,674 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $527,998.

    13F-HR 0001172661-25-004513 filed by IronBridge Private Wealth, 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 1,667 shares
    Change vs previous 13F -107 shares

    0.17% of the 13F portfolio, value $483,193.

    13F-HR 0001172661-25-004241 filed by IronBridge Private Wealth, 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 1,774 shares
    Change vs previous 13F -20 shares

    0.17% of the 13F portfolio, value $435,127.

    13F-HR 0001172661-25-002410 filed by IronBridge Private Wealth, 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 1,794 shares
    Change vs previous 13F +9 shares

    0.16% of the 13F portfolio, value $429,946.

    13F-HR 0001172661-25-000794 filed by IronBridge Private Wealth, 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 1,785 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $376,370.

    13F-HR 0001172661-24-005221 filed by IronBridge Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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