Brasada Capital Management’s JPMorgan Chase JPM Stock Holding History

Brasada Capital Management’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	$5.68M	Buy	17,343 +875	+5%	+$272K	1.02%	36
2026 Q1	$4.87M	Buy	16,468 +480	+3%	+$146K	0.89%	46
2025 Q4	$5.2M	Buy	15,988 +835	+6%	+$259K	0.88%	39
2025 Q3	$4.66M	Buy	15,153 +616	+4%	+$183K	0.79%	44
2025 Q2	$4.3M	Buy	14,537 +195	+1%	+$49.8K	0.73%	50
2025 Q1	$3.11M	Buy	14,342 +1,183	+9%	+$302K	0.62%	54
2024 Q4	$3.21M	Buy	13,159 +1,433	+12%	+$334K	0.56%	59
2024 Q3	$2.43M	Buy	+11,726	New	+$2.47M	0.42%	67
2019 Q1	–	Sell	-247	Closed	-$24K	–	205
2018 Q4	$24K	Hold	247	–	–	0.01%	209
2018 Q3	$28K	Buy	247 +128	+108%	+$14.5K	0.01%	231
2018 Q2	$12K	Hold	119	–	–	﹤0.01%	241
2018 Q1	$13K	Hold	119	–	–	﹤0.01%	226
2017 Q4	$13K	Buy	+119	New	+$12K	﹤0.01%	234

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 $3.38T AUM 44.17% 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

Brasada Capital Management's JPM Position: Q2 2026 in Review

Brasada Capital Management increased its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, buying an estimated $272K and bringing the position to 17,343 shares worth $5.68M. The position accounts for 1.02% of the portfolio, ranked #36.

Brasada Capital Management first reported a position in JPM in Q4 2017 and has held it in 13 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Brasada Capital Management held 17,343 shares of JPMorgan Chase worth $5.68M as of Q2 2026.
Brasada Capital Management bought 875 JPMorgan Chase shares in Q2 2026, an estimated $272K.
JPMorgan Chase made up 1.02% of Brasada Capital Management's portfolio in Q2 2026, its #36 holding.
Brasada Capital Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 13 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.