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Brian Low Financial Group’s JPMorgan Chase JPM Stock Holding History

Brian Low Financial Group’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 		$1.99M Sell
6,749
-4,267
-39% -$1.29M 1.35% 16
2025
Q4 		$3.55M Buy
11,016
+757
+7% +$234K 2.52% 5
2025
Q3 		$3.24M Buy
10,259
+1,024
+11% +$305K 2.51% 5
2025
Q2 		$2.68M Buy
+9,235
New +$2.36M 2.51% 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

Brian Low Financial Group's JPM Position: Q1 2026 in Review

Brian Low Financial Group reduced its JPMorgan Chase (JPM) stake by 39% in Q1 2026, selling an estimated $1.29M and leaving 6,749 shares worth $1.99M. The position accounts for 1.35% of the portfolio, ranked #16.

Brian Low Financial Group first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.55M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brian Low Financial Group held 6,749 shares of JPMorgan Chase worth $1.99M as of Q1 2026.
  • Brian Low Financial Group sold 4,267 JPMorgan Chase shares in Q1 2026, an estimated $1.29M.
  • JPMorgan Chase made up 1.35% of Brian Low Financial Group's portfolio in Q1 2026, its #16 holding.
  • Brian Low Financial Group first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's JPMorgan Chase position peaked at $3.55M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.