Bradley & Co. Private Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1861678 MIAMI, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$12,873,560

+$1,339,254 QoQ

Shares Held

39,329

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

7.70%

of 13F equity value

Holder Rank

#1,262

of 5,058 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bradley & Co. Private Wealth Management, LLC holds $13,444,313 across 4 Banks - Diversified names. JPM ranks #1 (95.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	39,329	$12,873,560
2	BCS	Barclays PLC	19,264	$517,431
3	WFC	Wells Fargo & Company/Mn	521	$43,055
4	BNY	Bank of New York Mellon Corp	71	$10,267

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,873,560	39,329	+0.3%	Shares	Sole	2026-08-10
2026-03-31	$11,534,306	39,211	+4.2%	Shares	Sole	2026-05-13
2025-12-31	$12,129,005	37,642	-3.5%	Shares	Sole	2026-02-11
2025-09-30	$12,304,608	39,009	-1.0%	Shares	Other	2025-11-12
2025-06-30	$11,425,642	39,411	-1.1%	Shares	Sole	2025-08-07
2025-03-31	$9,773,242	39,842	-8.8%	Shares	Sole	2025-05-01
2024-12-31	$10,471,251	43,683	+6.3%	Shares	Sole	2025-02-04
2024-06-30	$8,311,874	41,095	-2.0%	Shares	Sole	2024-07-31
2024-03-31	$8,401,983	41,947	+4.3%	Shares	Sole	2024-04-29
2023-12-31	$6,841,251	40,219	-0.8%	Shares	Sole	2024-02-02
2023-09-30	$5,878,095	40,533	-1.9%	Shares	Sole	2023-10-27
2023-06-30	$6,009,435	41,319	+2.5%	Shares	Sole	2023-07-25
2023-03-31	$5,254,880	40,326	-9.6%	Shares	Sole	2023-05-09
2022-12-31	$5,983,005	44,616	+2.7%	Shares	Other	2023-02-13
2022-09-30	$4,539,375	43,439	+3.5%	Shares	Sole	2022-10-21
2022-06-30	$4,728,043	41,986	+2.3%	Shares	Sole	2022-07-25
2022-03-31	$5,595,936	41,050	+12.6%	Shares	Other	2022-05-06
2021-12-31	$5,773,124	36,458	+3.4%	Shares	Other	2022-01-21
2021-09-30	$5,772,690	35,266	+3.8%	Shares	Sole	2021-11-05
2021-06-30	$5,283,693	33,970	+0.8%	Shares	Other	2021-08-09
2021-03-31	$5,131,672	33,710	—	Shares	Other	2021-05-12
No filing history on record for this holder in this stock.