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Brian C. Broderick’s JPMorgan Chase JPM Stock Holding History

Brian C. Broderick’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 		$753K Buy
2,560
+450
+21% +$137K 0.14% 65
2025
Q4 		$680K Hold
2,110
– – 0.13% 61
2025
Q3 		$666K Hold
2,110
– – 0.13% 64
2025
Q2 		$612K Hold
2,110
– – 0.12% 65
2025
Q1 		$518K Hold
2,110
– – 0.11% 68
2024
Q4 		$506K Hold
2,110
– – 0.1% 65
2024
Q3 		$445K Hold
2,110
– – 0.09% 71
2024
Q2 		$427K Hold
2,110
– – 0.09% 70
2024
Q1 		$423K Buy
+2,110
New +$381K 0.09% 71
2020
Q4 		– Sell
-2,958
Closed -$285K – 82
2020
Q3 		$285K Sell
2,958
-200
-6% -$19.6K 0.09% 69
2020
Q2 		$297K Hold
3,158
– – 0.1% 72
2020
Q1 		$284K Hold
3,158
– – 0.11% 70
2019
Q4 		$440K Buy
3,158
+200
+7% +$25.7K 0.14% 64
2019
Q3 		$348K Buy
2,958
+1,110
+60% +$126K 0.12% 67
2019
Q2 		$207K Buy
+1,848
New +$204K 0.07% 81
2018
Q4 		– Sell
-1,948
Closed -$220K – 80
2018
Q3 		$220K Hold
1,948
– – 0.07% 83
2018
Q2 		$203K Hold
1,948
– – 0.07% 84
2018
Q1 		$214K Hold
1,948
– – 0.08% 86
2017
Q4 		$209K Buy
+1,948
New +$197K 0.08% 86
2015
Q4 		– Sell
-2,871
Closed -$175K – 103
2015
Q3 		$175K Hold
2,871
– – 0.08% 89
2015
Q2 		$195K Sell
2,871
-846
-23% -$55.2K 0.08% 91
2015
Q1 		$225K Buy
3,717
+1,869
+101% +$111K 0.09% 89
2014
Q4 		$116K Hold
1,848
– – 0.05% 96
2014
Q3 		$111K Hold
1,848
– – 0.05% 102
2014
Q2 		$106K Hold
1,848
– – 0.05% 94
2014
Q1 		$112K Buy
+1,848
New +$107K 0.06% 89

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

Brian C. Broderick's JPM Position: Q1 2026 in Review

Brian C. Broderick increased its JPMorgan Chase (JPM) stake by 21% in Q1 2026, buying an estimated $137K and bringing the position to 2,560 shares worth $753K. The position accounts for 0.14% of the portfolio, ranked #65.

Brian C. Broderick first reported a position in JPM in Q1 2014 and has held it in 26 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brian C. Broderick held 2,560 shares of JPMorgan Chase worth $753K as of Q1 2026.
  • Brian C. Broderick bought 450 JPMorgan Chase shares in Q1 2026, an estimated $137K.
  • JPMorgan Chase made up 0.14% of Brian C. Broderick's portfolio in Q1 2026, its #65 holding.
  • Brian C. Broderick first reported a position in JPMorgan Chase in Q1 2014 and has held it in 26 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.