Bright Futures Wealth Management, LLC.
Position in JPM — Jpmorgan Chase & Co
CIK 1803980
WEBSTER, NY 14580, NY
Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,098,846
+$92,525 QoQ
Shares Held
3,357
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#3,559
of 5,058 holders
Holding Since
Mar 2024
9 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, 2026Bright Futures Wealth Management, LLC. holds $1,877,629 across 3 Banks - Diversified names. JPM ranks #1 (58.5% of the industry book) .
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,846 | 3,357 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,006,321 | 3,421 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,135,503 | 3,524 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,099,588 | 3,486 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $730,994 | 2,980 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $789,844 | 3,295 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $767,108 | 3,638 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $725,304 | 3,586 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $713,869 | 3,564 | Shares | Sole | 2024-06-28 | |
| No filing history on record for this holder in this stock. | ||||||