Bradley Foster & Sargent’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 | $318M | Buy |
971,483
+8,328
| +0.9% | +$2.59M | 4.5% | 2 |
|
|
2026
Q1 | $283M | Sell |
963,155
-15,717
| -2% | -$4.77M | 4.4% | 1 |
|
|
2025
Q4 | $315M | Sell |
978,872
-8,993
| -0.9% | -$2.78M | 4.63% | 3 |
|
|
2025
Q3 | $312M | Sell |
987,865
-13,494
| -1% | -$4.01M | 4.59% | 2 |
|
|
2025
Q2 | $290M | Buy |
1,001,359
+891
| +0.1% | +$227K | 4.54% | 2 |
|
|
2025
Q1 | $245M | Sell |
1,000,468
-54,977
| -5% | -$14M | 4.2% | 3 |
|
|
2024
Q4 | $253M | Buy |
1,055,445
+1,676
| +0.2% | +$390K | 4.25% | 3 |
|
|
2024
Q3 | $222M | Buy |
1,053,769
+9,627
| +0.9% | +$2.03M | 3.72% | 3 |
|
|
2024
Q2 | $211M | Sell |
1,044,142
-7,781
| -0.7% | -$1.52M | 3.8% | 4 |
|
|
2024
Q1 | $211M | Sell |
1,051,923
-18,104
| -2% | -$3.27M | 3.8% | 2 |
|
|
2023
Q4 | $182M | Buy |
1,070,027
+6,403
| +0.6% | +$970K | 3.54% | 3 |
|
|
2023
Q3 | $155M | Hold |
1,063,624
| – | – | 3.25% | 3 |
|
|
2023
Q2 | $155M | Buy |
1,063,624
+93,853
| +10% | +$12.9M | 3.25% | 3 |
|
|
2023
Q1 | $126M | Buy |
969,771
+2,601
| +0.3% | +$356K | 3.01% | 3 |
|
|
2022
Q4 | $130M | Sell |
967,170
-2,891
| -0.3% | -$366K | 3.25% | 3 |
|
|
2022
Q3 | $101M | Buy |
970,061
+14,185
| +1% | +$1.63M | 2.8% | 5 |
|
|
2022
Q2 | $108M | Buy |
955,876
+6,614
| +0.7% | +$819K | 2.78% | 5 |
|
|
2022
Q1 | $129M | Buy |
949,262
+18,876
| +2% | +$2.79M | 2.76% | 5 |
|
|
2021
Q4 | $147M | Buy |
930,386
+18,031
| +2% | +$2.96M | 3.05% | 5 |
|
|
2021
Q3 | $149M | Sell |
912,355
-1,367
| -0.1% | -$214K | 3.51% | 4 |
|
|
2021
Q2 | $142M | Buy |
913,722
+3,415
| +0.4% | +$536K | 3.32% | 3 |
|
|
2021
Q1 | $139M | Buy |
910,307
+75
| +0% | +$10.8K | 3.51% | 3 |
|
|
2020
Q4 | $116M | Buy |
910,232
+9,925
| +1% | +$1.11M | 3.05% | 4 |
|
|
2020
Q3 | $86.7M | Buy |
+900,307
| New | +$88.4M | 2.54% | 5 |
|
|
2020
Q1 | $78.1M | Buy |
867,083
+7,085
| +0.8% | +$861K | 3.13% | 4 |
|
|
2019
Q4 | $120M | Sell |
859,998
-509
| -0.1% | -$65.3K | 3.7% | 2 |
|
|
2019
Q3 | $101M | Sell |
860,507
-11,027
| -1% | -$1.25M | 3.38% | 2 |
|
|
2019
Q2 | $97.4M | Sell |
871,534
-5,909
| -0.7% | -$652K | 3.23% | 2 |
|
|
2019
Q1 | $88.8M | Buy |
877,443
+2,841
| +0.3% | +$293K | 3.1% | 2 |
|
|
2018
Q4 | $85.4M | Sell |
874,602
-15,240
| -2% | -$1.62M | 3.45% | 2 |
|
|
2018
Q3 | $100M | Sell |
889,842
-14,761
| -2% | -$1.68M | 3.41% | 3 |
|
|
2018
Q2 | $94.3M | Buy |
904,603
+22,733
| +3% | +$2.49M | 3.37% | 2 |
|
|
2018
Q1 | $97M | Buy |
881,870
+1,718
| +0.2% | +$195K | 3.68% | 2 |
|
|
2017
Q4 | $94.1M | Buy |
880,152
+296
| +0% | +$30K | 3.41% | 2 |
|
|
2017
Q3 | $84M | Buy |
879,856
+2,523
| +0.3% | +$233K | 3.2% | 2 |
|
|
2017
Q2 | $80.2M | Buy |
877,333
+9,272
| +1% | +$800K | 3.21% | 2 |
|
|
2017
Q1 | $76.3M | Buy |
868,061
+157,191
| +22% | +$13.9M | 3.08% | 2 |
|
|
2016
Q4 | $61.3M | Buy |
710,870
+11,849
| +2% | +$904K | 2.6% | 2 |
|
|
2016
Q3 | $46.5M | Sell |
699,021
-2,458
| -0.4% | -$160K | 2.04% | 9 |
|
|
2016
Q2 | $43.6M | Sell |
701,479
-13,584
| -2% | -$848K | 1.95% | 11 |
|
|
2016
Q1 | $42.3M | Sell |
715,063
-14,565
| -2% | -$851K | 1.97% | 11 |
|
|
2015
Q4 | $48.2M | Buy |
729,628
+3,816
| +0.5% | +$248K | 2.21% | 5 |
|
|
2015
Q3 | $44.3M | Buy |
725,812
+11,005
| +2% | +$721K | 2.18% | 8 |
|
|
2015
Q2 | $48.4M | Buy |
714,807
+30,988
| +5% | +$2.02M | 2.21% | 7 |
|
|
2015
Q1 | $41.4M | Buy |
683,819
+45,523
| +7% | +$2.7M | 1.89% | 10 |
|
|
2014
Q4 | $39.9M | Sell |
638,296
-3,151
| -0.5% | -$190K | 1.88% | 11 |
|
|
2014
Q3 | $38.6M | Buy |
641,447
+8,570
| +1% | +$501K | 1.84% | 9 |
|
|
2014
Q2 | $36.5M | Buy |
632,877
+10,274
| +2% | +$578K | 1.78% | 10 |
|
|
2014
Q1 | $37.8M | Buy |
622,603
+45,144
| +8% | +$2.61M | 1.96% | 7 |
|
|
2013
Q4 | $33.8M | Sell |
577,459
-60,567
| -9% | -$3.32M | 1.79% | 10 |
|
|
2013
Q3 | $33M | Buy |
638,026
+1,782
| +0.3% | +$95.6K | 1.92% | 9 |
|
|
2013
Q2 | $33.6M | Buy |
+636,244
| New | +$32.3M | 2.07% | 7 |
|
Other funds holding JPM
Bradley Foster & Sargent's JPM Position: Q2 2026 in Review
Bradley Foster & Sargent increased its JPMorgan Chase (JPM) stake by 0.86% in Q2 2026, buying an estimated $2.59M and bringing the position to 971,483 shares worth $318M. The position accounts for 4.5% of the portfolio, ranked #2.
Bradley Foster & Sargent first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Bradley Foster & Sargent held 971,483 shares of JPMorgan Chase worth $318M as of Q2 2026.
- Bradley Foster & Sargent bought 8,328 JPMorgan Chase shares in Q2 2026, an estimated $2.59M.
- JPMorgan Chase made up 4.5% of Bradley Foster & Sargent's portfolio in Q2 2026, its #2 holding.
- Bradley Foster & Sargent first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.