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Brendel Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Brendel Financial 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
Q2 		$4.09M Sell
12,504
-300
-2% -$93.2K 1.9% 27
2026
Q1 		$3.77M Sell
12,804
-10
-0.1% -$3.04K 1.86% 24
2025
Q4 		$4.13M Sell
12,814
-1
-0% -$310 2.03% 19
2025
Q3 		$4.04M Sell
12,815
-76
-0.6% -$22.6K 2.08% 15
2025
Q2 		$3.74M Sell
12,891
-475
-4% -$121K 2.09% 12
2025
Q1 		$3.28M Sell
13,366
-8
-0.1% -$2.04K 1.99% 16
2024
Q4 		$3.21M Sell
13,374
-9
-0.1% -$2.1K 1.94% 21
2024
Q3 		$2.82M Sell
13,383
-55
-0.4% -$11.6K 1.6% 26
2024
Q2 		$2.72M Sell
13,438
-10
-0.1% -$1.96K 1.73% 28
2024
Q1 		$2.69M Hold
13,448
– – 3.08% 14
2023
Q4 		$2.29M Sell
13,448
-17
-0.1% -$2.58K 1.5% 28
2023
Q3 		$1.95M Sell
13,465
-138
-1% -$20.7K 2.9% 13
2023
Q2 		$1.98M Sell
13,603
-262
-2% -$36K 2.98% 16
2023
Q1 		$1.81M Sell
13,865
-113
-0.8% -$15.5K 1.34% 32
2022
Q4 		$1.87M Buy
13,978
+152
+1% +$19.3K 3.76% 13
2022
Q3 		$1.45M Sell
13,826
-1,187
-8% -$136K 3.43% 13
2022
Q2 		$1.69M Buy
15,013
+9
+0.1% +$1.11K 1.47% 28
2022
Q1 		$2.04M Sell
15,004
-62
-0.4% -$9.15K 1.11% 36
2021
Q4 		$2.39M Buy
15,066
+79
+0.5% +$13K 1.24% 34
2021
Q3 		$2.45M Buy
14,987
+7
+0% +$1.1K 2.93% 12
2021
Q2 		$2.33M Sell
14,980
-6,925
-32% -$1.09M 1.28% 27
2021
Q1 		$3.33M Hold
21,905
– – 2.23% 15
2020
Q4 		$2.78M Hold
21,905
– – 1.89% 25
2020
Q3 		$2.11M Sell
21,905
-32
-0.1% -$3.14K 1.69% 27
2020
Q2 		$2.06M Hold
21,937
– – 1.78% 25
2020
Q1 		$1.98M Hold
21,937
– – 2.33% 16
2019
Q4 		$3.06M Hold
21,937
– – 2.6% 8
2019
Q3 		$2.58M Hold
21,937
– – 2.32% 11
2019
Q2 		$2.45M Hold
21,937
– – 2.37% 11
2019
Q1 		$2.22M Hold
21,937
– – 1.99% 19
2018
Q4 		$2.14M Buy
+21,937
New +$2.34M 2.46% 8

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

Brendel Financial Advisors's JPM Position: Q2 2026 in Review

Brendel Financial Advisors reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $93.2K and leaving 12,504 shares worth $4.09M. The position accounts for 1.9% of the portfolio, ranked #27.

Brendel Financial Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.13M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brendel Financial Advisors held 12,504 shares of JPMorgan Chase worth $4.09M as of Q2 2026.
  • Brendel Financial Advisors sold 300 JPMorgan Chase shares in Q2 2026, an estimated $93.2K.
  • JPMorgan Chase made up 1.9% of Brendel Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Brendel Financial Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • Brendel Financial Advisors's JPMorgan Chase position peaked at $4.13M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.