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Left Brain Wealth Management, LLC: JPM position timeline

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

Left Brain Wealth Management, LLC held 21,616 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,616 shares
    Change vs previous 13F -24 shares

    2.13% of the 13F portfolio, value $7,075,565.

    13F-HR 0001104659-26-088542 filed by Left Brain 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 21,640 shares
    Change vs previous 13F +9,374 shares

    2.5% of the 13F portfolio, value $6,365,622.

    13F-HR 0001104659-26-052365 filed by Left Brain 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 12,266 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $3,952,351.

    13F-HR 0001104659-26-010757 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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