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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
Q2 		$2.56M Buy
7,833
+1,084
+16% +$337K 1.5% 14
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 $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

Brian Low Financial Group's JPM Position: Q2 2026 in Review

Brian Low Financial Group increased its JPMorgan Chase (JPM) stake by 16% in Q2 2026, buying an estimated $337K and bringing the position to 7,833 shares worth $2.56M. The position accounts for 1.5% of the portfolio, ranked #14.

Brian Low Financial Group first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.55M in Q4 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brian Low Financial Group held 7,833 shares of JPMorgan Chase worth $2.56M as of Q2 2026.
  • Brian Low Financial Group bought 1,084 JPMorgan Chase shares in Q2 2026, an estimated $337K.
  • JPMorgan Chase made up 1.5% of Brian Low Financial Group's portfolio in Q2 2026, its #14 holding.
  • Brian Low Financial Group first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • Brian Low Financial Group's JPMorgan Chase position peaked at $3.55M in Q4 2025.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.