Bell & Brown Wealth Advisors’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
Q2 | $10.5M | Sell |
32,120
-228
| -0.7% | -$70.8K | 3.18% | 7 |
|
|
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
Bell & Brown Wealth Advisors's JPM Position: Q2 2026 in Review
Bell & Brown Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.7% in Q2 2026, selling an estimated $70.8K and leaving 32,120 shares worth $10.5M. The position accounts for 3.18% of the portfolio, ranked #7.
Bell & Brown Wealth Advisors first reported a position in JPM in Q4 2017 and has held it in 31 quarters since. The position peaked at $10.6M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Bell & Brown Wealth Advisors held 32,120 shares of JPMorgan Chase worth $10.5M as of Q2 2026.
- Bell & Brown Wealth Advisors sold 228 JPMorgan Chase shares in Q2 2026, an estimated $70.8K.
- JPMorgan Chase made up 3.18% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #7 holding.
- Bell & Brown Wealth Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 31 quarters since.
- Bell & Brown Wealth Advisors's JPMorgan Chase position peaked at $10.6M in Q3 2025.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.