Braun Stacey Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56.9M | Sell |
173,933
-4,219
| -2% | -$1.31M | 1.61% | 15 |
|
|
2026
Q1 | $52.4M | Sell |
178,152
-4,087
| -2% | -$1.24M | 1.74% | 12 |
|
|
2025
Q4 | $58.7M | Sell |
182,239
-5,334
| -3% | -$1.65M | 1.9% | 8 |
|
|
2025
Q3 | $59.2M | Sell |
187,573
-836
| -0.4% | -$249K | 1.94% | 9 |
|
|
2025
Q2 | $54.6M | Sell |
188,409
-1,240
| -0.7% | -$316K | 1.98% | 7 |
|
|
2025
Q1 | $46.5M | Sell |
189,649
-5,912
| -3% | -$1.51M | 1.9% | 7 |
|
|
2024
Q4 | $46.9M | Sell |
195,561
-4,507
| -2% | -$1.05M | 1.75% | 9 |
|
|
2024
Q3 | $42.2M | Sell |
200,068
-2,689
| -1% | -$566K | 1.6% | 11 |
|
|
2024
Q2 | $41M | Buy |
202,757
+6,114
| +3% | +$1.2M | 1.59% | 12 |
|
|
2024
Q1 | $39.4M | Sell |
196,643
-377
| -0.2% | -$68K | 1.56% | 10 |
|
|
2023
Q4 | $33.5M | Sell |
197,020
-11,720
| -6% | -$1.78M | 1.5% | 13 |
|
|
2023
Q3 | $30.3M | Buy |
208,740
+2,430
| +1% | +$364K | 1.47% | 12 |
|
|
2023
Q2 | $30M | Sell |
206,310
-194,276
| -48% | -$26.7M | 1.4% | 13 |
|
|
2023
Q1 | $52.2M | Buy |
400,586
+201,298
| +101% | +$27.6M | 1.37% | 11 |
|
|
2022
Q4 | $26.7M | Buy |
199,288
+5,134
| +3% | +$651K | 1.52% | 8 |
|
|
2022
Q3 | $20.3M | Sell |
194,154
-13,238
| -6% | -$1.52M | 1.23% | 21 |
|
|
2022
Q2 | $23.4M | Sell |
207,392
-22,496
| -10% | -$2.79M | 1.33% | 12 |
|
|
2022
Q1 | $31.3M | Sell |
229,888
-36,757
| -14% | -$5.43M | 1.3% | 11 |
|
|
2021
Q4 | $42.2M | Buy |
266,645
+3,715
| +1% | +$610K | 1.54% | 8 |
|
|
2021
Q3 | $43M | Sell |
262,930
-5,324
| -2% | -$835K | 1.72% | 7 |
|
|
2021
Q2 | $41.7M | Sell |
268,254
-704
| -0.3% | -$111K | 1.62% | 7 |
|
|
2021
Q1 | $40.9M | Sell |
268,958
-13,245
| -5% | -$1.91M | 1.72% | 6 |
|
|
2020
Q4 | $35.9M | Buy |
282,203
+6,416
| +2% | +$717K | 1.61% | 6 |
|
|
2020
Q3 | $26.6M | Buy |
275,787
+4,930
| +2% | +$484K | 1.42% | 9 |
|
|
2020
Q2 | $25.5M | Buy |
270,857
+7,825
| +3% | +$742K | 1.47% | 8 |
|
|
2020
Q1 | $23.7M | Sell |
263,032
-21,541
| -8% | -$2.62M | 1.81% | 4 |
|
|
2019
Q4 | $39.7M | Buy |
284,573
+16,301
| +6% | +$2.09M | 2.21% | 4 |
|
|
2019
Q3 | $31.6M | Buy |
268,272
+3,565
| +1% | +$403K | 1.99% | 4 |
|
|
2019
Q2 | $29.6M | Sell |
264,707
-5,770
| -2% | -$636K | 1.89% | 4 |
|
|
2019
Q1 | $27.4M | Buy |
270,477
+3,377
| +1% | +$348K | 1.82% | 4 |
|
|
2018
Q4 | $26.1M | Buy |
267,100
+6,590
| +3% | +$702K | 2.07% | 4 |
|
|
2018
Q3 | $29.4M | Buy |
260,510
+1,734
| +0.7% | +$197K | 1.88% | 4 |
|
|
2018
Q2 | $27M | Buy |
258,776
+1,867
| +0.7% | +$205K | 1.83% | 4 |
|
|
2018
Q1 | $28.3M | Buy |
256,909
+1,088
| +0.4% | +$123K | 1.94% | 3 |
|
|
2017
Q4 | $27.4M | Sell |
255,821
-11,665
| -4% | -$1.18M | 1.83% | 3 |
|
|
2017
Q3 | $25.5M | Sell |
267,486
-14,410
| -5% | -$1.33M | 1.75% | 3 |
|
|
2017
Q2 | $25.8M | Sell |
281,896
-2,553
| -0.9% | -$220K | 1.67% | 3 |
|
|
2017
Q1 | $25M | Sell |
284,449
-5,743
| -2% | -$507K | 1.59% | 4 |
|
|
2016
Q4 | $25M | Sell |
290,192
-20,120
| -6% | -$1.53M | 1.65% | 3 |
|
|
2016
Q3 | $20.7M | Buy |
310,312
+8,480
| +3% | +$553K | 1.31% | 11 |
|
|
2016
Q2 | $18.8M | Buy |
301,832
+951
| +0.3% | +$59.4K | 1.21% | 15 |
|
|
2016
Q1 | $17.8M | Sell |
300,881
-9,450
| -3% | -$552K | 1.16% | 18 |
|
|
2015
Q4 | $20.5M | Sell |
310,331
-1,680
| -0.5% | -$109K | 1.29% | 10 |
|
|
2015
Q3 | $19M | Sell |
312,011
-134,974
| -30% | -$8.84M | 1.28% | 10 |
|
|
2015
Q2 | $30.3M | Buy |
446,985
+142,530
| +47% | +$9.31M | 1.29% | 8 |
|
|
2015
Q1 | $18.4M | Sell |
304,455
-4,815
| -2% | -$285K | 1.08% | 30 |
|
|
2014
Q4 | $19.4M | Sell |
309,270
-21,361
| -6% | -$1.29M | 1.18% | 20 |
|
|
2014
Q3 | $19.9M | Sell |
330,631
-5,920
| -2% | -$346K | 1.23% | 13 |
|
|
2014
Q2 | $19.4M | Sell |
336,551
-25,560
| -7% | -$1.44M | 1.15% | 24 |
|
|
2014
Q1 | $22M | Sell |
362,111
-9,795
| -3% | -$566K | 1.29% | 13 |
|
|
2013
Q4 | $21.7M | Sell |
371,906
-14,481
| -4% | -$793K | 1.24% | 19 |
|
|
2013
Q3 | $20M | Sell |
386,387
-28,215
| -7% | -$1.51M | 1.23% | 18 |
|
|
2013
Q2 | $21.9M | Buy |
+414,602
| New | +$21.1M | 1.38% | 7 |
|
Other funds holding JPM
Braun Stacey Associates's JPM Position: Q2 2026 in Review
Braun Stacey Associates reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $1.31M and leaving 173,933 shares worth $56.9M. The position accounts for 1.61% of the portfolio, ranked #15.
Braun Stacey Associates first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $59.2M in Q3 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Braun Stacey Associates held 173,933 shares of JPMorgan Chase worth $56.9M as of Q2 2026.
- Braun Stacey Associates sold 4,219 JPMorgan Chase shares in Q2 2026, an estimated $1.31M.
- JPMorgan Chase made up 1.61% of Braun Stacey Associates's portfolio in Q2 2026, its #15 holding.
- Braun Stacey Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Braun Stacey Associates's JPMorgan Chase position peaked at $59.2M in Q3 2025.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.