Brandes Investment Partners’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
Q1 | $42.8M | Sell |
145,662
-15,304
| -10% | -$4.64M | 0.3% | 101 |
|
|
2025
Q4 | $51.9M | Sell |
160,966
-43,388
| -21% | -$13.4M | 0.39% | 84 |
|
|
2025
Q3 | $64.5M | Sell |
204,354
-9,330
| -4% | -$2.77M | 0.52% | 68 |
|
|
2025
Q2 | $62M | Sell |
213,684
-18,645
| -8% | -$4.76M | 0.56% | 59 |
|
|
2025
Q1 | $57M | Sell |
232,329
-13,722
| -6% | -$3.5M | 0.58% | 63 |
|
|
2024
Q4 | $59M | Sell |
246,051
-47,980
| -16% | -$11.2M | 0.66% | 55 |
|
|
2024
Q3 | $62M | Buy |
294,031
+2,194
| +0.8% | +$462K | 0.7% | 49 |
|
|
2024
Q2 | $59M | Sell |
291,837
-65,220
| -18% | -$12.8M | 0.73% | 46 |
|
|
2024
Q1 | $71.5M | Sell |
357,057
-143,275
| -29% | -$25.9M | 0.92% | 38 |
|
|
2023
Q4 | $85.1M | Buy |
500,332
+18,947
| +4% | +$2.87M | 1.29% | 29 |
|
|
2023
Q3 | $69.8M | Buy |
481,385
+21,880
| +5% | +$3.28M | 1.36% | 25 |
|
|
2023
Q2 | $66.8M | Buy |
459,505
+15,805
| +4% | +$2.17M | 1.35% | 25 |
|
|
2023
Q1 | $57.8M | Buy |
443,700
+87,144
| +24% | +$11.9M | 1.23% | 30 |
|
|
2022
Q4 | $47.8M | Sell |
356,556
-44,393
| -11% | -$5.62M | 1.34% | 29 |
|
|
2022
Q3 | $41.9M | Buy |
400,949
+11,708
| +3% | +$1.34M | 1.1% | 31 |
|
|
2022
Q2 | $43.8M | Buy |
389,241
+9,830
| +3% | +$1.22M | 1.07% | 33 |
|
|
2022
Q1 | $51.7M | Buy |
379,411
+21,578
| +6% | +$3.19M | 1.11% | 32 |
|
|
2021
Q4 | $56.7M | Buy |
357,833
+2,956
| +0.8% | +$485K | 1.24% | 28 |
|
|
2021
Q3 | $58.1M | Sell |
354,877
-5,875
| -2% | -$921K | 1.26% | 28 |
|
|
2021
Q2 | $56.1M | Buy |
360,752
+51,125
| +17% | +$8.03M | 1.25% | 29 |
|
|
2021
Q1 | $47.8M | Buy |
309,627
+25,201
| +9% | +$3.63M | 1.13% | 34 |
|
|
2020
Q4 | $35.7M | Buy |
284,426
+248,106
| +683% | +$27.7M | 0.92% | 41 |
|
|
2020
Q3 | $3.5M | Sell |
36,320
-11,260
| -24% | -$1.11M | 0.12% | 100 |
|
|
2020
Q2 | $4.48M | Sell |
47,580
-7,190
| -13% | -$682K | 0.14% | 98 |
|
|
2020
Q1 | $4.93M | Buy |
54,770
+2,381
| +5% | +$289K | 0.17% | 89 |
|
|
2019
Q4 | $7.3M | Sell |
52,389
-1,162
| -2% | -$149K | 0.17% | 81 |
|
|
2019
Q3 | $6.3M | Sell |
53,551
-2,922
| -5% | -$331K | 0.16% | 82 |
|
|
2019
Q2 | $6.31M | Sell |
56,473
-7,047
| -11% | -$777K | 0.14% | 84 |
|
|
2019
Q1 | $6.43M | Buy |
63,520
+4,054
| +7% | +$418K | 0.15% | 81 |
|
|
2018
Q4 | $5.8M | Buy |
59,466
+1,932
| +3% | +$206K | 0.15% | 86 |
|
|
2018
Q3 | $6.49M | Sell |
57,534
-2,955
| -5% | -$335K | 0.15% | 86 |
|
|
2018
Q2 | $6.3M | Sell |
60,489
-3,633
| -6% | -$399K | 0.14% | 86 |
|
|
2018
Q1 | $7.05M | Sell |
64,122
-108,663
| -63% | -$12.3M | 0.15% | 80 |
|
|
2017
Q4 | $18.5M | Sell |
172,785
-6,358
| -4% | -$644K | 0.37% | 63 |
|
|
2017
Q3 | $17.1M | Sell |
179,143
-46,606
| -21% | -$4.3M | 0.35% | 65 |
|
|
2017
Q2 | $20.6M | Sell |
225,749
-363
| -0.2% | -$31.3K | 0.33% | 63 |
|
|
2017
Q1 | $19.9M | Sell |
226,112
-101,319
| -31% | -$8.94M | 0.29% | 63 |
|
|
2016
Q4 | $28.3M | Buy |
327,431
+6,312
| +2% | +$481K | 0.42% | 57 |
|
|
2016
Q3 | $21.4M | Sell |
321,119
-4,384
| -1% | -$286K | 0.32% | 63 |
|
|
2016
Q2 | $20.2M | Sell |
325,503
-21,328
| -6% | -$1.33M | 0.31% | 63 |
|
|
2016
Q1 | $20.5M | Sell |
346,831
-7,250
| -2% | -$423K | 0.29% | 66 |
|
|
2015
Q4 | $23.4M | Sell |
354,081
-2,497
| -0.7% | -$163K | 0.34% | 64 |
|
|
2015
Q3 | $21.7M | Sell |
356,578
-8,527
| -2% | -$559K | 0.32% | 65 |
|
|
2015
Q2 | $24.7M | Sell |
365,105
-95,016
| -21% | -$6.2M | 0.32% | 61 |
|
|
2015
Q1 | $27.9M | Sell |
460,121
-26,714
| -5% | -$1.58M | 0.38% | 56 |
|
|
2014
Q4 | $30.5M | Buy |
486,835
+4,789
| +1% | +$288K | 0.43% | 55 |
|
|
2014
Q3 | $29M | Buy |
482,046
+26,348
| +6% | +$1.54M | 0.39% | 54 |
|
|
2014
Q2 | $26.3M | Buy |
455,698
+15,769
| +4% | +$887K | 0.32% | 56 |
|
|
2014
Q1 | $26.7M | Buy |
439,929
+5,736
| +1% | +$331K | 0.34% | 54 |
|
|
2013
Q4 | $25.4M | Buy |
434,193
+42,454
| +11% | +$2.33M | 0.31% | 58 |
|
|
2013
Q3 | $20.2M | Buy |
391,739
+26,848
| +7% | +$1.44M | 0.26% | 59 |
|
|
2013
Q2 | $19.3M | Buy |
+364,891
| New | +$18.6M | 0.24% | 63 |
|
Other funds holding JPM
VCM
VPM
Brandes Investment Partners's JPM Position: Q1 2026 in Review
Brandes Investment Partners reduced its JPMorgan Chase (JPM) stake by 9.5% in Q1 2026, selling an estimated $4.64M and leaving 145,662 shares worth $42.8M. The position accounts for 0.3% of the portfolio, ranked #101.
Brandes Investment Partners first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $85.1M in Q4 2023. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Brandes Investment Partners held 145,662 shares of JPMorgan Chase worth $42.8M as of Q1 2026.
- Brandes Investment Partners sold 15,304 JPMorgan Chase shares in Q1 2026, an estimated $4.64M.
- JPMorgan Chase made up 0.3% of Brandes Investment Partners's portfolio in Q1 2026, its #101 holding.
- Brandes Investment Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Brandes Investment Partners's JPMorgan Chase position peaked at $85.1M in Q4 2023.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Brandes Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.