Brandywine Oak Private Wealth’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
Q2 | $9.04M | Buy |
27,611
+2,430
| +10% | +$755K | 0.69% | 24 |
|
|
2026
Q1 | $7.41M | Sell |
25,181
-74
| -0.3% | -$22.5K | 0.62% | 25 |
|
|
2025
Q4 | $8.14M | Buy |
25,255
+1,354
| +6% | +$419K | 0.68% | 23 |
|
|
2025
Q3 | $7.54M | Buy |
23,901
+19
| +0.1% | +$5.65K | 0.65% | 23 |
|
|
2025
Q2 | $6.92M | Sell |
23,882
-3,147
| -12% | -$803K | 0.64% | 26 |
|
|
2025
Q1 | $6.63M | Sell |
27,029
-552
| -2% | -$141K | 0.65% | 24 |
|
|
2024
Q4 | $6.61M | Buy |
27,581
+951
| +4% | +$222K | 0.65% | 25 |
|
|
2024
Q3 | $5.62M | Buy |
26,630
+120
| +0.5% | +$25.3K | 0.54% | 29 |
|
|
2024
Q2 | $5.36M | Buy |
26,510
+263
| +1% | +$51.4K | 0.55% | 30 |
|
|
2024
Q1 | $5.26M | Buy |
26,247
+506
| +2% | +$91.3K | 0.55% | 29 |
|
|
2023
Q4 | $4.38M | Sell |
25,741
-45
| -0.2% | -$6.82K | 0.49% | 30 |
|
|
2023
Q3 | $3.74M | Sell |
25,786
-1,271
| -5% | -$191K | 0.44% | 35 |
|
|
2023
Q2 | $3.94M | Sell |
27,057
-1,715
| -6% | -$236K | 0.44% | 33 |
|
|
2023
Q1 | $3.75M | Sell |
28,772
-398
| -1% | -$54.5K | 0.44% | 31 |
|
|
2022
Q4 | $3.91M | Sell |
29,170
-244
| -0.8% | -$30.9K | 0.49% | 29 |
|
|
2022
Q3 | $3.07M | Sell |
29,414
-469
| -2% | -$53.8K | 0.42% | 35 |
|
|
2022
Q2 | $3.37M | Buy |
29,883
+150
| +0.5% | +$18.6K | 0.43% | 30 |
|
|
2022
Q1 | $4.05M | Sell |
29,733
-1,801
| -6% | -$266K | 0.46% | 39 |
|
|
2021
Q4 | $5.03M | Sell |
31,534
-1,131
| -3% | -$186K | 0.55% | 35 |
|
|
2021
Q3 | $5.35M | Buy |
32,665
+1,104
| +3% | +$173K | 0.62% | 31 |
|
|
2021
Q2 | $4.91M | Buy |
31,561
+7,449
| +31% | +$1.17M | 0.57% | 31 |
|
|
2021
Q1 | $3.67M | Sell |
24,112
-119
| -0.5% | -$17.1K | 0.54% | 37 |
|
|
2020
Q4 | $3.08M | Buy |
24,231
+91
| +0.4% | +$10.2K | 0.47% | 40 |
|
|
2020
Q3 | $2.32M | Sell |
24,140
-307
| -1% | -$30.1K | 0.39% | 43 |
|
|
2020
Q2 | $2.3M | Sell |
24,447
-1,093
| -4% | -$104K | 0.41% | 42 |
|
|
2020
Q1 | $2.3M | Sell |
25,540
-2,055
| -7% | -$250K | 0.47% | 37 |
|
|
2019
Q4 | $3.85M | Sell |
27,595
-872
| -3% | -$112K | 0.7% | 25 |
|
|
2019
Q3 | $3.35M | Buy |
28,467
+1,158
| +4% | +$131K | 0.63% | 28 |
|
|
2019
Q2 | $3.05M | Buy |
27,309
+627
| +2% | +$69.1K | 0.61% | 33 |
|
|
2019
Q1 | $2.7M | Buy |
26,682
+818
| +3% | +$84.3K | 0.56% | 33 |
|
|
2018
Q4 | $2.53M | Buy |
+25,864
| New | +$2.76M | 0.57% | 33 |
|
Other funds holding JPM
Brandywine Oak Private Wealth's JPM Position: Q2 2026 in Review
Brandywine Oak Private Wealth increased its JPMorgan Chase (JPM) stake by 9.7% in Q2 2026, buying an estimated $755K and bringing the position to 27,611 shares worth $9.04M. The position accounts for 0.69% of the portfolio, ranked #24.
Brandywine Oak Private Wealth first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Brandywine Oak Private Wealth held 27,611 shares of JPMorgan Chase worth $9.04M as of Q2 2026.
- Brandywine Oak Private Wealth bought 2,430 JPMorgan Chase shares in Q2 2026, an estimated $755K.
- JPMorgan Chase made up 0.69% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #24 holding.
- Brandywine Oak Private Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.