Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$277,903
+$74,345 QoQ
Shares Held
849
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#4,708
of 5,048 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Brio Consultants, LLC holds $1,756,529 across 5 Banks - Diversified names. JPM ranks #3 (15.8% of the industry book) .
All Filings in JPM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,903 | 849 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $203,558 | 692 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $340,586 | 1,057 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $212,284 | 673 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||