BBR Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.33M | Sell |
28,328
-1,228
| -4% | -$373K | 0.47% | 25 |
|
|
2025
Q4 | $9.52M | Sell |
29,556
-111
| -0.4% | -$34.4K | 0.51% | 22 |
|
|
2025
Q3 | $9.36M | Sell |
29,667
-1,504
| -5% | -$447K | 0.54% | 21 |
|
|
2025
Q2 | $9.04M | Sell |
31,171
-1,555
| -5% | -$397K | 0.56% | 18 |
|
|
2025
Q1 | $8.03M | Sell |
32,726
-745
| -2% | -$190K | 0.57% | 20 |
|
|
2024
Q4 | $8.02M | Buy |
33,471
+228
| +0.7% | +$53.1K | 0.56% | 18 |
|
|
2024
Q3 | $7.01M | Sell |
33,243
-301
| -0.9% | -$63.4K | 0.53% | 20 |
|
|
2024
Q2 | $6.78M | Sell |
33,544
-4,686
| -12% | -$916K | 0.56% | 20 |
|
|
2024
Q1 | $7.66M | Buy |
38,230
+12,793
| +50% | +$2.31M | 0.61% | 19 |
|
|
2023
Q4 | $4.33M | Buy |
25,437
+1,266
| +5% | +$192K | 0.44% | 25 |
|
|
2023
Q3 | $3.51M | Buy |
24,171
+4,012
| +20% | +$601K | 0.39% | 28 |
|
|
2023
Q2 | $2.93M | Buy |
20,159
+45
| +0.2% | +$6.19K | 0.32% | 31 |
|
|
2023
Q1 | $2.62M | Buy |
20,114
+317
| +2% | +$43.4K | 0.3% | 35 |
|
|
2022
Q4 | $2.65M | Sell |
19,797
-913
| -4% | -$116K | 0.3% | 34 |
|
|
2022
Q3 | $2.16M | Sell |
20,710
-5,575
| -21% | -$640K | 0.28% | 43 |
|
|
2022
Q2 | $2.96M | Buy |
26,285
+1,120
| +4% | +$139K | 0.35% | 35 |
|
|
2022
Q1 | $3.43M | Sell |
25,165
-7,544
| -23% | -$1.11M | 0.32% | 40 |
|
|
2021
Q4 | $5.18M | Buy |
32,709
+743
| +2% | +$122K | 0.61% | 23 |
|
|
2021
Q3 | $5.23M | Sell |
31,966
-450
| -1% | -$70.5K | 0.43% | 20 |
|
|
2021
Q2 | $5.04M | Sell |
32,416
-2,419
| -7% | -$380K | 0.4% | 22 |
|
|
2021
Q1 | $5.3M | Sell |
34,835
-826
| -2% | -$119K | 0.44% | 22 |
|
|
2020
Q4 | $4.53M | Buy |
35,661
+105
| +0.3% | +$11.7K | 0.38% | 22 |
|
|
2020
Q3 | $3.42M | Buy |
35,556
+101
| +0.3% | +$9.92K | 0.29% | 29 |
|
|
2020
Q2 | $3.33M | Sell |
35,455
-2,142
| -6% | -$203K | 0.42% | 23 |
|
|
2020
Q1 | $3.38M | Sell |
37,597
-5,724
| -13% | -$695K | 0.5% | 21 |
|
|
2019
Q4 | $6.04M | Buy |
43,321
+50
| +0.1% | +$6.41K | 0.66% | 16 |
|
|
2019
Q3 | $5.09M | Sell |
43,271
-1,973
| -4% | -$223K | 0.78% | 14 |
|
|
2019
Q2 | $5.06M | Buy |
45,244
+1,411
| +3% | +$156K | 0.81% | 15 |
|
|
2019
Q1 | $4.44M | Buy |
43,833
+7,115
| +19% | +$733K | 0.58% | 24 |
|
|
2018
Q4 | $3.58M | Buy |
36,718
+1,566
| +4% | +$167K | 0.47% | 31 |
|
|
2018
Q3 | $3.97M | Buy |
35,152
+2,198
| +7% | +$250K | 0.57% | 18 |
|
|
2018
Q2 | $3.43M | Buy |
32,954
+19,831
| +151% | +$2.18M | 0.58% | 17 |
|
|
2018
Q1 | $1.44M | Buy |
+13,123
| New | +$1.49M | 0.26% | 26 |
|
|
2017
Q2 | – | Sell |
-3,280
| Closed | -$288K | – | 73 |
|
|
2017
Q1 | $288K | Sell |
3,280
-3,709
| -53% | -$327K | 0.06% | 52 |
|
|
2016
Q4 | $603K | Sell |
6,989
-1,125
| -14% | -$85.8K | 0.1% | 34 |
|
|
2016
Q3 | $540K | Buy |
+8,114
| New | +$529K | 0.09% | 41 |
|
|
2015
Q1 | – | Sell |
-61,153
| Closed | -$3.83M | – | 85 |
|
|
2014
Q4 | $3.83M | Buy |
61,153
+84
| +0.1% | +$5.05K | 0.51% | 13 |
|
|
2014
Q3 | $3.68M | Buy |
+61,069
| New | +$3.57M | 0.56% | 10 |
|
Other funds holding JPM
VCM
VPM
BBR Partners's JPM Position: Q1 2026 in Review
BBR Partners reduced its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, selling an estimated $373K and leaving 28,328 shares worth $8.33M. The position accounts for 0.47% of the portfolio, ranked #25.
BBR Partners first reported a position in JPM in Q3 2014 and has held it in 38 quarters since. The position peaked at $9.52M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- BBR Partners held 28,328 shares of JPMorgan Chase worth $8.33M as of Q1 2026.
- BBR Partners sold 1,228 JPMorgan Chase shares in Q1 2026, an estimated $373K.
- JPMorgan Chase made up 0.47% of BBR Partners's portfolio in Q1 2026, its #25 holding.
- BBR Partners first reported a position in JPMorgan Chase in Q3 2014 and has held it in 38 quarters since.
- BBR Partners's JPMorgan Chase position peaked at $9.52M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.