Position in BN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$511,548
+$25,463 QoQ
Shares Held
12,011
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#554
of 931 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 20264J Wealth Management LLC holds $511,548 across 1 Asset Management name. BN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
12,011 | $511,548 |
All Filings in BN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,548 | 12,011 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $486,085 | 12,011 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $551,184 | 12,011 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $574,151 | 8,372 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $517,807 | 8,372 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $437,204 | 8,342 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $480,396 | 8,362 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $444,439 | 8,362 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $347,440 | 8,364 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $357,360 | 8,535 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $343,227 | 8,555 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $298,034 | 9,531 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $324,991 | 9,658 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $336,296 | 10,319 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $323,848 | 10,294 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||