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BFI Wealth Solutions, LLC

SEC CIK
0002110651
Latest filing
Aug 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by BFI Wealth Solutions, LLC, 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)
713
Value
$233.4K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of JPM by BFI Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026713$233.4K0.2%+713NewHolders