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Braun-Bostich & Associates’s JPMorgan Chase JPM Stock Holding History

Braun-Bostich & Associates’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 		$845K Buy
2,581
+297
+13% +$92.2K 0.47% 51
2026
Q1 		$672K Sell
2,284
-62
-3% -$18.8K 0.42% 52
2025
Q4 		$756K Sell
2,346
-281
-11% -$87K 0.47% 48
2025
Q3 		$829K Sell
2,627
-129
-5% -$38.4K 0.52% 44
2025
Q2 		$799K Sell
2,756
-113
-4% -$28.8K 0.55% 41
2025
Q1 		$704K Sell
2,869
-2
-0.1% -$510 0.52% 45
2024
Q4 		$688K Sell
2,871
-659
-19% -$153K 0.5% 45
2024
Q3 		$744K Buy
3,530
+48
+1% +$10.1K 0.52% 37
2024
Q2 		$704K Buy
3,482
+315
+10% +$61.6K 0.52% 40
2024
Q1 		$634K Buy
3,167
+208
+7% +$37.5K 0.53% 57
2023
Q4 		$503K Buy
+2,959
New +$448K 0.45% 54
2023
Q3 		– Sell
-3,607
Closed -$525K – 78
2023
Q2 		$525K Buy
3,607
+513
+17% +$70.6K 1.12% 37
2023
Q1 		$403K Buy
3,094
+1,034
+50% +$142K 0.95% 41
2022
Q4 		$276K Buy
+2,060
New +$261K 0.8% 44
2022
Q1 		– Sell
-22,847
Closed -$3.43M – 109
2021
Q4 		$3.43M Buy
+22,847
New +$3.75M 0.82% 31
2020
Q4 		– Sell
-1,641
Closed -$158K – 138
2020
Q3 		$158K Sell
1,641
-1,698
-51% -$167K 0.16% 106
2020
Q2 		$314K Hold
3,339
– – 0.31% 56
2020
Q1 		$282K Buy
3,339
+2,226
+200% +$270K 0.36% 59
2019
Q4 		$157K Sell
1,113
-1,702
-60% -$218K 0.15% 94
2019
Q3 		$331K Sell
2,815
-65
-2% -$7.35K 0.38% 60
2019
Q2 		$322K Sell
2,880
-301
-9% -$33.2K 0.34% 58
2019
Q1 		$322K Sell
3,181
-2,816
-47% -$290K 0.34% 74
2018
Q4 		$585K Buy
5,997
+76
+1% +$8.1K 0.62% 53
2018
Q3 		$668K Sell
5,921
-36
-0.6% -$4.09K 0.64% 52
2018
Q2 		$621K Sell
5,957
-239
-4% -$26.2K 0.62% 53
2018
Q1 		$681K Sell
6,196
-897
-13% -$102K 0.59% 53
2017
Q4 		$759K Buy
+7,093
New +$718K 0.64% 40

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Braun-Bostich & Associates's JPM Position: Q2 2026 in Review

Braun-Bostich & Associates increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $92.2K and bringing the position to 2,581 shares worth $845K. The position accounts for 0.47% of the portfolio, ranked #51.

Braun-Bostich & Associates first reported a position in JPM in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.43M in Q4 2021. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Braun-Bostich & Associates held 2,581 shares of JPMorgan Chase worth $845K as of Q2 2026.
  • Braun-Bostich & Associates bought 297 JPMorgan Chase shares in Q2 2026, an estimated $92.2K.
  • JPMorgan Chase made up 0.47% of Braun-Bostich & Associates's portfolio in Q2 2026, its #51 holding.
  • Braun-Bostich & Associates first reported a position in JPMorgan Chase in Q4 2017 and has held it in 27 quarters since.
  • Braun-Bostich & Associates's JPMorgan Chase position peaked at $3.43M in Q4 2021.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.