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Brady Family Wealth’s JPMorgan Chase JPM Stock Holding History

Brady Family Wealth’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
Q2 		$7.05M Buy
21,534
+1,129
+6% +$351K 2.03% 14
2026
Q1 		$6M Buy
20,405
+1,350
+7% +$410K 1.87% 18
2025
Q4 		$6.14M Sell
19,055
-34
-0.2% -$10.5K 1.9% 16
2025
Q3 		$6.02M Buy
19,089
+5,876
+44% +$1.75M 1.86% 16
2025
Q2 		$3.83M Sell
13,213
-30
-0.2% -$7.66K 1.19% 34
2025
Q1 		$3.25M Sell
13,243
-922
-7% -$235K 1.04% 38
2024
Q4 		$3.4M Sell
14,165
-61
-0.4% -$14.2K 1.04% 37
2024
Q3 		$3M Buy
14,226
+54
+0.4% +$11.4K 0.9% 41
2024
Q2 		$2.87M Sell
14,172
-1,070
-7% -$209K 0.92% 41
2024
Q1 		$3.05M Buy
15,242
+134
+0.9% +$24.2K 0.99% 41
2023
Q4 		$2.57M Buy
15,108
+221
+1% +$33.5K 0.88% 41
2023
Q3 		$2.16M Buy
14,887
+376
+3% +$56.4K 0.83% 44
2023
Q2 		$2.11M Buy
14,511
+133
+0.9% +$18.3K 0.79% 46
2023
Q1 		$1.87M Buy
14,378
+24
+0.2% +$3.29K 0.74% 47
2022
Q4 		$1.92M Buy
+14,354
New +$1.82M 0.79% 46

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brady Family Wealth's JPM Position: Q2 2026 in Review

Brady Family Wealth increased its JPMorgan Chase (JPM) stake by 5.5% in Q2 2026, buying an estimated $351K and bringing the position to 21,534 shares worth $7.05M. The position accounts for 2.03% of the portfolio, ranked #14.

Brady Family Wealth first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brady Family Wealth held 21,534 shares of JPMorgan Chase worth $7.05M as of Q2 2026.
  • Brady Family Wealth bought 1,129 JPMorgan Chase shares in Q2 2026, an estimated $351K.
  • JPMorgan Chase made up 2.03% of Brady Family Wealth's portfolio in Q2 2026, its #14 holding.
  • Brady Family Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.