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Brainard Capital Management’s JPMorgan Chase JPM Stock Holding History

Brainard Capital 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
2023
Q1 		$248K Buy
1,899
+2
+0.1% +$274 0.19% 67
2022
Q4 		$254K Buy
+1,897
New +$240K 0.22% 68

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brainard Capital Management's JPM Position: Q1 2023 in Review

Brainard Capital Management increased its JPMorgan Chase (JPM) stake by 0.11% in Q1 2023, buying an estimated $274 and bringing the position to 1,899 shares worth $248K. The position accounts for 0.19% of the portfolio, ranked #67.

Brainard Capital Management first reported a position in JPM in Q4 2022 and has held it in 2 quarters since. The position peaked at $254K in Q4 2022. 3,605 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Brainard Capital Management held 1,899 shares of JPMorgan Chase worth $248K as of Q1 2023.
  • Brainard Capital Management bought 2 JPMorgan Chase shares in Q1 2023, an estimated $274.
  • JPMorgan Chase made up 0.19% of Brainard Capital Management's portfolio in Q1 2023, its #67 holding.
  • Brainard Capital Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's JPMorgan Chase position peaked at $254K in Q4 2022.
  • 3,605 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.