Bramshill Investments’s JPMorgan Chase JPM Stock Holding History

Bramshill Investments’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	$735K	Hold	2,500	–	–	0.06%	90
2025 Q4	$806K	Buy	2,500 +1,000	+67%	+$310K	0.05%	75
2025 Q3	$473K	Sell	1,500 -500	-25%	-$149K	0.03%	133
2025 Q2	$580K	Sell	2,000 -500	-20%	-$128K	0.06%	120
2025 Q1	$613K	Buy	+2,500	New	+$637K	0.06%	107
2022 Q3	–	Sell	-60	Closed	-$7K	–	168
2022 Q2	$7K	Sell	60 -7,653	-99%	-$948K	﹤0.01%	168
2022 Q1	$1.05M	Buy	7,713 +2,229	+41%	+$329K	0.15%	84
2021 Q4	$868K	Buy	+5,484	New	+$901K	0.09%	100
2019 Q1	–	Sell	-97	Closed	-$9K	–	144
2018 Q4	$9K	Sell	97 -21	-18%	-$2.24K	﹤0.01%	167
2018 Q3	$13K	Buy	+118	New	+$13.4K	﹤0.01%	157

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bramshill Investments's JPM Position: Q1 2026 in Review

Bramshill Investments held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,500 shares worth $735K. The position accounts for 0.06% of the portfolio, ranked #90.

Bramshill Investments first reported a position in JPM in Q3 2018 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2022. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Bramshill Investments held 2,500 shares of JPMorgan Chase worth $735K as of Q1 2026.
Bramshill Investments left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.06% of Bramshill Investments's portfolio in Q1 2026, its #90 holding.
Bramshill Investments first reported a position in JPMorgan Chase in Q3 2018 and has held it in 10 quarters since.
Bramshill Investments's JPMorgan Chase position peaked at $1.05M in Q1 2022.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.