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Brickley Wealth Management

SEC CIK
0001712533
Latest filing
Jul 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Brickley Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
923
Value
$302.1K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2021
Holdings of JPM by Brickley Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026923$302.1K<0.1%+58+6.7%AddedHolders
Q1 2026865$254.4K<0.1%−153−15.0%ReducedHolders
Q4 20251,018$328.0K0.1%+8+0.8%AddedHolders
Q3 20251,010$318.6K0.1%+199+24.5%AddedHolders
Q2 2025811$235.1K<0.1%+811NewHolders
Q1 20220$00.0%−1,279−100.0%Sold outHolders
Q4 20211,279$203.0K<0.1%+44+3.6%AddedHolders
Q3 20211,235$202.0K0.1%+1,235NewHolders