SEC 13F Intelligence

Bradley & Co. Private Wealth Management, LLC / JPM

Bradley & Co. Private Wealth Management, LLC’s Jpmorgan Chase & Co Position

Does Bradley & Co. Private Wealth Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 39.2K shares worth $12M (+6.08% of its 13F portfolio) as of Q1 2026, up from 37.6K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
39.2K
% of Portfolio
+6.08%
Quarters Held
20
currently held

Position History JPM

Reported value by quarter
Q1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $6MQ1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $8MQ4 ’24: $10MQ1 ’25: $10MQ1 ’25Q2 ’25: $11MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.2K$12M+6.08%
Q4 202537.6K$12M+6.42%
Q3 202539.0K$12M+6.81%
Q2 202539.4K$11M+7.00%
Q1 202539.8K$10M+6.67%
Q4 202443.7K$10M+6.54%
Q2 202441.1K$8M+6.15%
Q1 202441.9K$8M+6.79%
Q4 202340.2K$7M+6.33%
Q3 202340.5K$6M+6.13%
Q2 202341.3K$6M+5.95%
Q1 202340.3K$5M+5.76%
Q4 202244.6K$6M+7.29%
Q3 202243.4K$5M+5.41%
Q2 202242.0K$5M+5.21%
Q1 202241.0K$6M+4.81%
Q4 202136.5K$6M+4.63%
Q3 202135.3K$6M+4.98%
Q2 202134.0K$5M+4.61%
Q1 202133.7K$5M+4.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bradley & Co. Private Wealth Management, LLC’s full portfolio or all institutional holders of JPM.