Bretton Capital Management’s JPMorgan Chase JPM Stock Holding History

Bretton Capital 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
2026 Q2	$7.86M	Hold	24,000	–	–	6.27%	3
2026 Q1	$7.06M	Hold	24,000	–	–	6.46%	4
2025 Q4	$7.73M	Hold	24,000	–	–	6.47%	3
2025 Q3	$7.57M	Hold	24,000	–	–	6.38%	5
2025 Q2	$6.96M	Hold	24,000	–	–	6.28%	5
2025 Q1	$5.89M	Hold	24,000	–	–	5.58%	6
2024 Q4	$5.75M	Hold	24,000	–	–	5.54%	5
2024 Q3	$5.06M	Buy	+24,000	New	+$5.06M	4.83%	10

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bretton Capital Management's JPM Position: Q2 2026 in Review

Bretton Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 24,000 shares worth $7.86M. The position accounts for 6.27% of the portfolio, ranked #3.

Bretton Capital Management first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bretton Capital Management held 24,000 shares of JPMorgan Chase worth $7.86M as of Q2 2026.
Bretton Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 6.27% of Bretton Capital Management's portfolio in Q2 2026, its #3 holding.
Bretton Capital Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bretton Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.