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 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 $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

Brasada Capital Management's JPM Position: Q1 2026 in Review

Brasada Capital Management increased its JPMorgan Chase (JPM) stake by 3% in Q1 2026, buying an estimated $146K and bringing the position to 16,468 shares worth $4.87M. The position accounts for 0.89% of the portfolio, ranked #46.

Brasada Capital Management first reported a position in JPM in Q4 2017 and has held it in 12 quarters since. The position peaked at $5.2M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Brasada Capital Management held 16,468 shares of JPMorgan Chase worth $4.87M as of Q1 2026.
Brasada Capital Management bought 480 JPMorgan Chase shares in Q1 2026, an estimated $146K.
JPMorgan Chase made up 0.89% of Brasada Capital Management's portfolio in Q1 2026, its #46 holding.
Brasada Capital Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 12 quarters since.
Brasada Capital Management's JPMorgan Chase position peaked at $5.2M in Q4 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brasada Capital Management's 13F filing for Q1 2026, filed 15 May 2026.