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Bell & Brown Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bell & Brown Wealth Advisors’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
Q1 		$9.52M Sell
32,348
-450
-1% -$137K 3.09% 9
2025
Q4 		$10.6M Sell
32,798
-740
-2% -$229K 3.4% 7
2025
Q3 		$10.6M Sell
33,538
-445
-1% -$132K 3.46% 6
2025
Q2 		$9.85M Buy
33,983
+52
+0.2% +$13.3K 3.52% 6
2025
Q1 		$8.32M Sell
33,931
-49
-0.1% -$12.5K 3.25% 7
2024
Q4 		$8.15M Buy
33,980
+30
+0.1% +$6.99K 3.03% 8
2024
Q3 		$7.16M Buy
33,950
+78
+0.2% +$16.4K 2.8% 9
2024
Q2 		$6.85M Buy
33,872
+907
+3% +$177K 2.63% 10
2024
Q1 		$6.6M Sell
32,965
-741
-2% -$134K 2.83% 11
2023
Q4 		$5.73M Buy
+33,706
New +$5.11M 2.66% 12
2023
Q2 		$4.86M Buy
33,440
+731
+2% +$101K 2.43% 13
2023
Q1 		$4.26M Sell
32,709
-602
-2% -$82.5K 2.27% 15
2022
Q4 		$4.47M Buy
33,311
+734
+2% +$93K 2.46% 12
2022
Q3 		$3.4M Sell
32,577
-350
-1% -$40.2K 2.1% 20
2022
Q2 		$3.71M Sell
32,927
-41
-0.1% -$5.08K 1.98% 20
2022
Q1 		$4.49M Buy
32,968
+528
+2% +$77.9K 2.04% 19
2021
Q4 		$5.09M Buy
32,440
+1,263
+4% +$207K 2.46% 12
2021
Q3 		$5.1M Buy
+31,177
New +$4.89M 2.75% 10
2020
Q3 		$3.04M Buy
30,286
+2,159
+8% +$212K 2.2% 18
2020
Q2 		$2.75M Buy
28,127
+1,183
+4% +$112K 2.15% 20
2020
Q1 		$2.42M Buy
26,944
+1,765
+7% +$214K 2.24% 16
2019
Q4 		$3.43M Sell
25,179
-817
-3% -$105K 2.56% 8
2019
Q3 		$3.02M Buy
25,996
+174
+0.7% +$19.7K 2.48% 7
2019
Q2 		$2.89M Buy
25,822
+601
+2% +$66.3K 2.54% 6
2019
Q1 		$2.55M Buy
25,221
+496
+2% +$51.1K 2.33% 7
2018
Q4 		$2.41M Buy
24,725
+644
+3% +$68.6K 2.58% 5
2018
Q3 		$2.63M Sell
24,081
-108
-0.4% -$12.3K 2.44% 4
2018
Q2 		$2.52M Buy
24,189
+323
+1% +$35.4K 2.49% 7
2018
Q1 		$2.58M Sell
23,866
-297
-1% -$33.6K 2.71% 4
2017
Q4 		$2.58M Buy
+24,163
New +$2.45M 2.68% 5

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bell & Brown Wealth Advisors's JPM Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $137K and leaving 32,348 shares worth $9.52M. The position accounts for 3.09% of the portfolio, ranked #9.

Bell & Brown Wealth Advisors first reported a position in JPM in Q4 2017 and has held it in 30 quarters since. The position peaked at $10.6M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bell & Brown Wealth Advisors held 32,348 shares of JPMorgan Chase worth $9.52M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 450 JPMorgan Chase shares in Q1 2026, an estimated $137K.
  • JPMorgan Chase made up 3.09% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Bell & Brown Wealth Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's JPMorgan Chase position peaked at $10.6M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.