BMM
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Berkshire Money Management’s JPMorgan Chase JPM Stock Holding History

Berkshire Money Management’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 		– Sell
-1,616
Closed -$521K – 86
2025
Q4 		$521K Buy
+1,616
New +$500K 0.05% 66
2025
Q3 		– Sell
-1,516
Closed -$440K – 90
2025
Q2 		$440K Sell
1,516
-425
-22% -$108K 0.05% 66
2025
Q1 		$476K Sell
1,941
-25
-1% -$6.37K 0.05% 56
2024
Q4 		$471K Buy
+1,966
New +$458K 0.05% 53
2024
Q2 		– Sell
-1,510
Closed -$302K – 58
2024
Q1 		$302K Buy
+1,510
New +$272K 0.04% 64
2016
Q1 		– Sell
-215
Closed -$14.2K – 27
2015
Q4 		$14.2K Buy
+215
New +$14K ﹤0.01% 23

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

Berkshire Money Management's JPM Position: Q1 2026 in Review

Berkshire Money Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 1,616 shares — an estimated $521K sold.

Berkshire Money Management first reported a position in JPM in Q4 2015 and held it in 6 quarters. The position peaked at $521K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Berkshire Money Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 1,616 JPMorgan Chase shares in Q1 2026, an estimated $521K.
  • Berkshire Money Management first reported a position in JPMorgan Chase in Q4 2015 and held it in 6 quarters.
  • Berkshire Money Management's JPMorgan Chase position peaked at $521K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.