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Brand Asset Management Group’s JPMorgan Chase JPM Stock Holding History

Brand Asset Management Group’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 		$723K Buy
2,458
+162
+7% +$49.2K 0.19% 78
2025
Q4 		$740K Buy
2,296
+103
+5% +$31.9K 0.21% 64
2025
Q3 		$692K Buy
2,193
+35
+2% +$10.4K 0.19% 71
2025
Q2 		$626K Sell
2,158
-313
-13% -$79.9K 0.23% 45
2025
Q1 		$606K Sell
2,471
-60
-2% -$15.3K 0.25% 46
2024
Q4 		$607K Buy
2,531
+38
+2% +$8.85K 0.25% 44
2024
Q3 		$526K Buy
2,493
+170
+7% +$35.8K 0.21% 50
2024
Q2 		$470K Buy
2,323
+1,243
+115% +$243K 0.2% 52
2024
Q1 		$216K Buy
+1,080
New +$195K 0.09% 74
2021
Q4 		– Sell
-1,290
Closed -$211K – 79
2021
Q3 		$211K Buy
+1,290
New +$202K 0.1% 73
2021
Q2 		– Sell
-1,189
Closed -$181K – 172
2021
Q1 		$181K Sell
1,189
-1,301
-52% -$187K 0.09% 77
2020
Q4 		$316K Sell
2,490
-605
-20% -$67.6K 0.18% 57
2020
Q3 		$298K Hold
3,095
– – 0.19% 56
2020
Q2 		$291K Hold
3,095
– – 0.19% 54
2020
Q1 		$279K Sell
3,095
-169
-5% -$20.5K 0.21% 52
2019
Q4 		$455K Sell
3,264
-565
-15% -$72.5K 0.29% 47
2019
Q3 		$451K Buy
3,829
+69
+2% +$7.8K 0.3% 45
2019
Q2 		$420K Sell
3,760
-329
-8% -$36.3K 0.28% 46
2019
Q1 		$414K Buy
4,089
+410
+11% +$42.2K 0.28% 46
2018
Q4 		$359K Sell
3,679
-77
-2% -$8.2K 0.28% 47
2018
Q3 		$424K Buy
3,756
+112
+3% +$12.7K 0.31% 43
2018
Q2 		$380K Buy
+3,644
New +$400K 0.29% 43

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

Brand Asset Management Group's JPM Position: Q1 2026 in Review

Brand Asset Management Group increased its JPMorgan Chase (JPM) stake by 7.1% in Q1 2026, buying an estimated $49.2K and bringing the position to 2,458 shares worth $723K. The position accounts for 0.19% of the portfolio, ranked #78.

Brand Asset Management Group first reported a position in JPM in Q2 2018 and has held it in 22 quarters since. The position peaked at $740K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brand Asset Management Group held 2,458 shares of JPMorgan Chase worth $723K as of Q1 2026.
  • Brand Asset Management Group bought 162 JPMorgan Chase shares in Q1 2026, an estimated $49.2K.
  • JPMorgan Chase made up 0.19% of Brand Asset Management Group's portfolio in Q1 2026, its #78 holding.
  • Brand Asset Management Group first reported a position in JPMorgan Chase in Q2 2018 and has held it in 22 quarters since.
  • Brand Asset Management Group's JPMorgan Chase position peaked at $740K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.