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Brave Asset Management’s JPMorgan Chase JPM Stock Holding History

Brave Asset 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
2018
Q1 		– Sell
-2,500
Closed -$267K – 171
2017
Q4 		$267K Hold
2,500
– – 0.14% 112
2017
Q3 		$239K Buy
+2,500
New +$231K 0.13% 115

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

Brave Asset Management's JPM Position: Q2 2026 in Review

Brave Asset Management reduced its JPMorgan Chase (JPM) stake by 0.49% in Q2 2026, selling an estimated $73K and leaving 47,930 shares worth $15.7M. The position accounts for 3.36% of the portfolio, ranked #9.

Brave Asset Management first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brave Asset Management held 47,930 shares of JPMorgan Chase worth $15.7M as of Q2 2026.
  • Brave Asset Management sold 235 JPMorgan Chase shares in Q2 2026, an estimated $73K.
  • JPMorgan Chase made up 3.36% of Brave Asset Management's portfolio in Q2 2026, its #9 holding.
  • Brave Asset Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.