BRANDYWINE OAK PRIVATE WEALTH LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1764694 Kennett Square, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$9,037,908

+$1,630,666 QoQ

Shares Held

27,611

+9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.40%

of 13F equity value

Holder Rank

#1,558

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BRANDYWINE OAK PRIVATE WEALTH LLC holds $10,186,166 across 4 Banks - Diversified names. JPM ranks #1 (88.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	27,611	$9,037,908
2	BAC	Bank Of America Corp /De/	10,391	$592,079
3	WFC	Wells Fargo & Company/Mn	3,829	$316,428
4	C	Citigroup Inc	1,713	$239,751

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,037,908	27,611	+9.7%	Shares	Sole	2026-07-16
2026-03-31	$7,407,242	25,181	-0.3%	Shares	Sole	2026-04-20
2025-12-31	$8,137,666	25,255	+5.7%	Shares	Sole	2026-02-03
2025-09-30	$7,539,092	23,901	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$6,923,630	23,882	-11.6%	Shares	Sole	2025-07-24
2025-03-31	$6,630,213	27,029	-2.0%	Shares	Sole	2025-05-07
2024-12-31	$6,611,441	27,581	+3.6%	Shares	Sole	2025-01-27
2024-09-30	$5,615,201	26,630	+0.5%	Shares	Sole	2024-11-07
2024-06-30	$5,361,912	26,510	+1.0%	Shares	Sole	2024-07-30
2024-03-31	$5,257,274	26,247	+2.0%	Shares	Sole	2024-05-07
2023-12-31	$4,378,544	25,741	-0.2%	Shares	Sole	2024-02-05
2023-09-30	$3,739,485	25,786	-4.7%	Shares	Sole	2023-11-14
2023-06-30	$3,935,170	27,057	-6.0%	Shares	Sole	2023-08-11
2023-03-31	$3,749,279	28,772	-1.4%	Shares	Sole	2023-05-10
2022-12-31	$3,911,697	29,170	-0.8%	Shares	Sole	2023-02-06
2022-09-30	$3,073,763	29,414	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$3,365,124	29,883	+0.5%	Shares	Sole	2022-07-22
2022-03-31	$4,053,202	29,733	-5.7%	Shares	Sole	2022-05-02
2021-12-31	$4,993,408	31,534	-3.5%	Shares	Sole	2022-02-07
2021-09-30	$5,346,933	32,665	+3.5%	Shares	Sole	2021-10-18
2021-06-30	$4,908,997	31,561	+30.9%	Shares	Sole	2021-08-09
2021-03-31	$3,670,569	24,112	-0.5%	Shares	Sole	2021-05-06
2020-12-31	$3,079,033	24,231	+0.4%	Shares	Sole	2021-02-08
2020-09-30	$2,323,957	24,140	-1.3%	Shares	Sole	2020-10-16
2020-06-30	$2,299,484	24,447	-4.3%	Shares	Sole	2020-08-06
2020-03-31	$2,299,366	25,540	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.