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 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 $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

Brandywine Trust's JPM Position: Q1 2026 in Review

Brandywine Trust sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 830 shares — an estimated $267K sold.

Brandywine Trust first reported a position in JPM in Q1 2024 and held it in 8 quarters. The position peaked at $290K in Q2 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Brandywine Trust reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Brandywine Trust sold 830 JPMorgan Chase shares in Q1 2026, an estimated $267K.
Brandywine Trust first reported a position in JPMorgan Chase in Q1 2024 and held it in 8 quarters.
Brandywine Trust's JPMorgan Chase position peaked at $290K in Q2 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brandywine Trust's 13F filing for Q1 2026, filed 14 May 2026.