AB
JPM icon

Atlas Brown’s JPMorgan Chase JPM Stock Holding History

Atlas Brown’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.85M Sell
23,967
-185
-0.8% -$57.5K 2.11% 6
2026
Q1 		$7.1M Buy
24,152
+60
+0.2% +$18.2K 2.14% 7
2025
Q4 		$7.76M Sell
24,092
-876
-4% -$271K 2.31% 5
2025
Q3 		$7.88M Sell
24,968
-66
-0.3% -$19.6K 2.33% 5
2025
Q2 		$7.26M Buy
25,034
+144
+0.6% +$36.7K 2.33% 5
2025
Q1 		$6.11M Sell
24,890
-40
-0.2% -$10.2K 2.14% 6
2024
Q4 		$5.98M Buy
24,930
+56
+0.2% +$13K 2.04% 6
2024
Q3 		$5.25M Buy
24,874
+16
+0.1% +$3.37K 1.82% 8
2024
Q2 		$5.03M Sell
24,858
-1,565
-6% -$306K 1.8% 10
2024
Q1 		$5.29M Sell
26,423
-149
-0.6% -$26.9K 1.93% 9
2023
Q4 		$4.52M Buy
26,572
+141
+0.5% +$21.4K 1.87% 8
2023
Q3 		$3.83M Buy
26,431
+125
+0.5% +$18.7K 1.75% 12
2023
Q2 		$3.83M Buy
26,306
+9
+0% +$1.24K 1.68% 11
2023
Q1 		$3.43M Buy
26,297
+173
+0.7% +$23.7K 1.58% 12
2022
Q4 		$3.5M Sell
26,124
-3,556
-12% -$451K 1.72% 11
2022
Q3 		$3.1M Buy
29,680
+1,071
+4% +$123K 1.58% 12
2022
Q2 		$3.22M Buy
28,609
+780
+3% +$96.6K 1.52% 13
2022
Q1 		$3.79M Buy
27,829
+755
+3% +$111K 1.55% 13
2021
Q4 		$4.29M Buy
27,074
+404
+2% +$66.3K 1.66% 11
2021
Q3 		$4.37M Buy
26,670
+247
+0.9% +$38.7K 1.9% 7
2021
Q2 		$4.11M Buy
26,423
+753
+3% +$118K 1.78% 9
2021
Q1 		$3.91M Buy
25,670
+125
+0.5% +$18K 1.85% 8
2020
Q4 		$3.25M Buy
25,545
+496
+2% +$55.4K 1.68% 12
2020
Q3 		$2.41M Buy
25,049
+290
+1% +$28.5K 1.43% 17
2020
Q2 		$2.33M Buy
24,759
+3,152
+15% +$299K 1.48% 17
2020
Q1 		$1.95M Buy
21,607
+138
+0.6% +$16.8K 1.52% 16
2019
Q4 		$2.99M Buy
21,469
+1,529
+8% +$196K 1.87% 12
2019
Q3 		$2.35M Sell
19,940
-1,376
-6% -$156K 1.67% 13
2019
Q2 		$2.38M Buy
21,316
+3
+0% +$331 1.65% 13
2019
Q1 		$2.16M Sell
21,313
-1,944
-8% -$200K 1.53% 13
2018
Q4 		$2.27M Buy
23,257
+396
+2% +$42.2K 1.75% 14
2018
Q3 		$2.58M Sell
22,861
-17
-0.1% -$1.93K 1.58% 14
2018
Q2 		$2.44M Sell
22,878
-827
-3% -$90.7K 0.57% 14
2018
Q1 		$2.61M Buy
23,705
+2,538
+12% +$287K 0.47% 13
2017
Q4 		$2.45M Buy
21,167
+641
+3% +$64.9K 0.44% 15
2017
Q3 		$1.96M Buy
20,526
+1,845
+10% +$170K 0.42% 16
2017
Q2 		$1.71M Sell
18,681
-1,432
-7% -$124K 1.49% 17
2017
Q1 		$1.77M Sell
20,113
-620
-3% -$54.7K 1.39% 15
2016
Q4 		$1.38M Hold
20,733
– – 0.57% 21
2016
Q3 		$1.38M Buy
20,733
+506
+3% +$33K 0.57% 21
2016
Q2 		$1.26M Sell
20,227
-222
-1% -$13.9K 0.51% 27
2016
Q1 		$1.21M Buy
20,449
+1,226
+6% +$71.6K 0.51% 30
2015
Q4 		$1.1M Buy
19,223
+733
+4% +$47.7K 0.7% 29
2015
Q3 		$1.13M Buy
18,490
+419
+2% +$27.4K 0.49% 32
2015
Q2 		$1.25M Buy
18,071
+1,707
+10% +$111K 0.48% 28
2015
Q1 		$991K Sell
16,364
-867
-5% -$51.3K 0.27% 37
2014
Q4 		$1.08M Buy
17,231
+495
+3% +$29.8K 0.29% 36
2014
Q3 		$1.01M Sell
16,736
-2,093
-11% -$122K 0.37% 36
2014
Q2 		$1.08M Buy
18,829
+4,103
+28% +$231K 0.54% 30
2014
Q1 		$894K Sell
14,726
-3,576
-20% -$207K 0.48% 29
2013
Q4 		$1.07M Sell
18,302
-22,410
-55% -$1.23M 0.75% 19
2013
Q3 		$2.1M Sell
40,712
-4,368
-10% -$234K 1.58% 6
2013
Q2 		$2.38M Buy
+45,080
New +$2.29M 0.51% 29

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM