JMBAI
BTC

J. M. Brown & Associates Inc.’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

J. M. Brown & Associates Inc.’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$360K Buy
+13,874
New +$440K 0.21% 127

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M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

J. M. Brown & Associates Inc.'s BTC Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 13,874 shares worth $360K. The stake represents 0.21% of the portfolio and ranks #127 among its holdings.

144 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • J. M. Brown & Associates Inc. held 13,874 shares of Grayscale Bitcoin Mini Trust ETF worth $360K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.21% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #127 holding.
  • 144 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.