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Bradley & Co Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bradley & Co Private Wealth 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 		$11.5M Buy
39,211
+1,569
+4% +$476K 6.08% 7
2025
Q4 		$12.1M Sell
37,642
-1,367
-4% -$423K 6.42% 5
2025
Q3 		$12.3M Sell
39,009
-402
-1% -$120K 6.81% 6
2025
Q2 		$11.4M Sell
39,411
-431
-1% -$110K 7% 6
2025
Q1 		$9.77M Sell
39,842
-3,841
-9% -$979K 6.67% 6
2024
Q4 		$10.5M Buy
+43,683
New +$10.2M 6.54% 8
2024
Q2 		$8.31M Sell
41,095
-852
-2% -$167K 6.15% 10
2024
Q1 		$8.4M Buy
41,947
+1,728
+4% +$312K 6.8% 8
2023
Q4 		$6.84M Sell
40,219
-314
-0.8% -$47.6K 6.33% 8
2023
Q3 		$5.88M Sell
40,533
-786
-2% -$118K 6.13% 7
2023
Q2 		$6.01M Buy
41,319
+993
+2% +$137K 5.95% 8
2023
Q1 		$5.25M Sell
40,326
-4,290
-10% -$588K 5.76% 10
2022
Q4 		$5.98M Buy
44,616
+1,177
+3% +$149K 7.29% 5
2022
Q3 		$4.54M Buy
43,439
+1,453
+3% +$167K 5.41% 9
2022
Q2 		$4.73M Buy
41,986
+936
+2% +$116K 5.21% 7
2022
Q1 		$5.6M Buy
41,050
+4,592
+13% +$678K 4.81% 10
2021
Q4 		$5.77M Buy
36,458
+1,192
+3% +$196K 4.63% 11
2021
Q3 		$5.77M Buy
35,266
+1,296
+4% +$203K 4.98% 10
2021
Q2 		$5.28M Buy
33,970
+260
+0.8% +$40.8K 4.61% 9
2021
Q1 		$5.13M Buy
+33,710
New +$4.85M 4.74% 8

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

Bradley & Co Private Wealth Management's JPM Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, buying an estimated $476K and bringing the position to 39,211 shares worth $11.5M. The position accounts for 6.08% of the portfolio, ranked #7.

Bradley & Co Private Wealth Management first reported a position in JPM in Q1 2021 and has held it in 20 quarters since. The position peaked at $12.3M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bradley & Co Private Wealth Management held 39,211 shares of JPMorgan Chase worth $11.5M as of Q1 2026.
  • Bradley & Co Private Wealth Management bought 1,569 JPMorgan Chase shares in Q1 2026, an estimated $476K.
  • JPMorgan Chase made up 6.08% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Bradley & Co Private Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 20 quarters since.
  • Bradley & Co Private Wealth Management's JPMorgan Chase position peaked at $12.3M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.