Brandywine Trust’s JPMorgan Chase JPM Stock Holding History

Brandywine Trust’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 Q2	$221K	Buy	+675	New	+$210K	0.04%	32
2026 Q1	–	Sell	-830	Closed	-$267K	–	32
2025 Q4	$267K	Hold	830	–	–	0.05%	28
2025 Q3	$262K	Sell	830 -170	-17%	-$50.6K	0.04%	30
2025 Q2	$290K	Hold	1,000	–	–	0.04%	31
2025 Q1	$245K	Hold	1,000	–	–	0.04%	31
2024 Q4	$240K	Hold	1,000	–	–	0.04%	29
2024 Q3	$211K	Hold	1,000	–	–	0.03%	31
2024 Q2	$202K	Hold	1,000	–	–	0.03%	31
2024 Q1	$200K	Buy	+1,000	New	+$180K	0.03%	31

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brandywine Trust's JPM Position: Q2 2026 in Review

Brandywine Trust opened a new position in JPMorgan Chase (JPM) in Q2 2026: 675 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #32 among its holdings. This is a return to the name: Brandywine Trust previously reported a position in JPM as recently as Q4 2025.

Brandywine Trust first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $290K in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Brandywine Trust held 675 shares of JPMorgan Chase worth $221K as of Q2 2026.
JPMorgan Chase was a new Brandywine Trust position in Q2 2026.
JPMorgan Chase made up 0.04% of Brandywine Trust's portfolio in Q2 2026, its #32 holding.
Brandywine Trust first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Brandywine Trust's JPMorgan Chase position peaked at $290K in Q2 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brandywine Trust's 13F filing for Q2 2026, filed 14 Aug 2026.