Brandywine Oak Private Wealth LLC

SEC CIK: 0001764694
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

JPM holding history

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

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 27,611
Value: $9.04M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Brandywine Oak Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,611	$9.04M	0.7%	+2,430+9.7%	Added	Holders
Q1 2026	25,181	$7.41M	0.6%	−74−0.3%	Reduced	Holders
Q4 2025	25,255	$8.14M	0.7%	+1,354+5.7%	Added	Holders
Q3 2025	23,901	$7.54M	0.7%	+19+0.1%	Added	Holders
Q2 2025	23,882	$6.92M	0.6%	−3,147−11.6%	Reduced	Holders
Q1 2025	27,029	$6.63M	0.7%	−552−2.0%	Reduced	Holders
Q4 2024	27,581	$6.61M	0.6%	+951+3.6%	Added	Holders
Q3 2024	26,630	$5.62M	0.5%	+120+0.5%	Added	Holders
Q2 2024	26,510	$5.36M	0.6%	+263+1.0%	Added	Holders
Q1 2024	26,247	$5.26M	0.5%	+506+2.0%	Added	Holders
Q4 2023	25,741	$4.38M	0.5%	−45−0.2%	Reduced	Holders
Q3 2023	25,786	$3.74M	0.4%	−1,271−4.7%	Reduced	Holders
Q2 2023	27,057	$3.94M	0.4%	−1,715−6.0%	Reduced	Holders
Q1 2023	28,772	$3.75M	0.4%	−398−1.4%	Reduced	Holders
Q4 2022	29,170	$3.91M	0.5%	−244−0.8%	Reduced	Holders
Q3 2022	29,414	$3.07M	0.4%	−469−1.6%	Reduced	Holders
Q2 2022	29,883	$3.37M	0.4%	+150+0.5%	Added	Holders
Q1 2022	29,733	$4.05M	0.5%	−1,801−5.7%	Reduced	Holders
Q4 2021	31,534	$5.03M	0.5%	−1,131−3.5%	Reduced	Holders
Q3 2021	32,665	$5.35M	0.6%	+1,104+3.5%	Added	Holders
Q2 2021	31,561	$4.91M	0.6%	+7,449+30.9%	Added	Holders
Q1 2021	24,112	$3.67M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.