BWA
JPM icon

Brave Warrior Advisors’s JPMorgan Chase JPM Stock Holding History

Brave Warrior Advisors’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 		$1.66M Hold
5,643
– – 0.04% 19
2025
Q4 		$1.82M Hold
5,643
– – 0.04% 19
2025
Q3 		$1.78M Hold
5,643
– – 0.04% 19
2025
Q2 		$1.64M Hold
5,643
– – 0.04% 18
2025
Q1 		$1.38M Hold
5,643
– – 0.03% 20
2024
Q4 		$1.35M Hold
5,643
– – 0.03% 16
2024
Q3 		$1.19M Hold
5,643
– – 0.02% 19
2024
Q2 		$1.14M Sell
5,643
-1,292,985
-100% -$253M 0.03% 19
2024
Q1 		$260M Sell
1,298,628
-357,530
-22% -$64.5M 5.44% 8
2023
Q4 		$282M Sell
1,656,158
-7,382
-0.4% -$1.12M 6.72% 8
2023
Q3 		$241M Sell
1,663,540
-24,178
-1% -$3.62M 6.02% 6
2023
Q2 		$245M Sell
1,687,718
-10,029
-0.6% -$1.38M 6.49% 6
2023
Q1 		$221M Sell
1,697,747
-11,418
-0.7% -$1.56M 6.84% 6
2022
Q4 		$229M Sell
1,709,165
-26,136
-2% -$3.31M 7.22% 6
2022
Q3 		$181M Sell
1,735,301
-2,489
-0.1% -$286K 6.27% 7
2022
Q2 		$196M Buy
1,737,790
+143,837
+9% +$17.8M 6.72% 8
2022
Q1 		$217M Buy
1,593,953
+98,961
+7% +$14.6M 6.41% 8
2021
Q4 		$237M Sell
1,494,992
-177,133
-11% -$29.1M 7.54% 6
2021
Q3 		$274M Sell
1,672,125
-175,212
-9% -$27.5M 9.58% 4
2021
Q2 		$287M Sell
1,847,337
-334,876
-15% -$52.6M 9.86% 3
2021
Q1 		$332M Sell
2,182,213
-46,309
-2% -$6.66M 10.85% 4
2020
Q4 		$283M Sell
2,228,522
-16,620
-0.7% -$1.86M 10.41% 3
2020
Q3 		$216M Buy
2,245,142
+254,017
+13% +$24.9M 9.65% 3
2020
Q2 		$187M Buy
1,991,125
+81,880
+4% +$7.77M 9.31% 4
2020
Q1 		$172M Buy
1,909,245
+69,237
+4% +$8.41M 9.9% 4
2019
Q4 		$256M Sell
1,840,008
-186,696
-9% -$23.9M 13.56% 3
2019
Q3 		$239M Sell
2,026,704
-12,141
-0.6% -$1.37M 12.73% 3
2019
Q2 		$228M Sell
2,038,845
-29,719
-1% -$3.28M 12.12% 3
2019
Q1 		$209M Buy
2,068,564
+133,761
+7% +$13.8M 10.52% 2
2018
Q4 		$189M Buy
1,934,803
+145,031
+8% +$15.5M 9.61% 4
2018
Q3 		$202M Buy
1,789,772
+3,272
+0.2% +$371K 8.6% 4
2018
Q2 		$186M Buy
1,786,500
+296,464
+20% +$32.5M 7.62% 8
2018
Q1 		$164M Sell
1,490,036
-321,113
-18% -$36.4M 7.2% 8
2017
Q4 		$194M Sell
1,811,149
-212,187
-10% -$21.5M 8.26% 7
2017
Q3 		$193M Buy
2,023,336
+346,151
+21% +$31.9M 9.35% 6
2017
Q2 		$153M Sell
1,677,185
-14,856
-0.9% -$1.28M 6.77% 7
2017
Q1 		$149M Sell
1,692,041
-868,102
-34% -$76.6M 7.1% 6
2016
Q4 		$221M Sell
2,560,143
-139,095
-5% -$10.6M 10.54% 4
2016
Q3 		$180M Sell
2,699,238
-115,807
-4% -$7.55M 8.69% 7
2016
Q2 		$175M Sell
2,815,045
-1,909,193
-40% -$119M 9.79% 7
2016
Q1 		$280M Sell
4,724,238
-48,682
-1% -$2.84M 13.65% 2
2015
Q4 		$315M Sell
4,772,920
-41,423
-0.9% -$2.7M 12.51% 4
2015
Q3 		$294M Sell
4,814,343
-59,567
-1% -$3.9M 9.33% 3
2015
Q2 		$330M Buy
4,873,910
+56,148
+1% +$3.67M 9.54% 2
2015
Q1 		$292M Buy
4,817,762
+655,332
+16% +$38.8M 8.91% 3
2014
Q4 		$260M Buy
4,162,430
+520,980
+14% +$31.4M 9.07% 3
2014
Q3 		$219M Buy
+3,641,450
New +$213M 8.13% 7

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brave Warrior Advisors's JPM Position: Q1 2026 in Review

Brave Warrior Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 5,643 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #19.

Brave Warrior Advisors first reported a position in JPM in Q3 2014 and has held it in 47 quarters since. The position peaked at $332M in Q1 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brave Warrior Advisors held 5,643 shares of JPMorgan Chase worth $1.66M as of Q1 2026.
  • Brave Warrior Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.04% of Brave Warrior Advisors's portfolio in Q1 2026, its #19 holding.
  • Brave Warrior Advisors first reported a position in JPMorgan Chase in Q3 2014 and has held it in 47 quarters since.
  • Brave Warrior Advisors's JPMorgan Chase position peaked at $332M in Q1 2021.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brave Warrior Advisors's 13F filing for Q1 2026, filed 15 May 2026.