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Brick & Kyle Associates’s JPMorgan Chase JPM Stock Holding History

Brick & Kyle Associates’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 		$8.7M Sell
29,578
-2,739
-8% -$831K 2.87% 8
2025
Q4 		$10.4M Sell
32,317
-369
-1% -$114K 3.69% 5
2025
Q3 		$10.3M Sell
32,686
-127
-0.4% -$37.8K 3.8% 5
2025
Q2 		$9.51M Sell
32,813
-27
-0.1% -$6.89K 4.22% 5
2025
Q1 		$7.94M Sell
32,840
-893
-3% -$228K 3.65% 7
2024
Q4 		$8.09M Sell
33,733
-167
-0.5% -$38.9K 3.44% 7
2024
Q3 		$7.05M Sell
33,900
-2,875
-8% -$606K 3.02% 9
2024
Q2 		$7.44M Buy
36,775
+1,221
+3% +$239K 3.07% 9
2024
Q1 		$7.05M Sell
35,554
-629
-2% -$113K 3.12% 10
2023
Q4 		$6.15M Sell
36,183
-235
-0.6% -$35.6K 3.06% 9
2023
Q3 		$5.28M Buy
36,418
+1,723
+5% +$258K 2.8% 11
2023
Q2 		$5.02M Sell
34,695
-4
-0% -$550 2.69% 14
2023
Q1 		$4.52M Sell
34,699
-190
-0.5% -$26K 2.59% 16
2022
Q4 		$4.68M Sell
34,889
-455
-1% -$57.7K 2.72% 14
2022
Q3 		$3.71M Buy
35,344
+313
+0.9% +$35.9K 2.25% 17
2022
Q2 		$3.29M Buy
35,031
+318
+0.9% +$39.4K 1.85% 21
2022
Q1 		$4.73M Sell
34,713
-36,175
-51% -$5.34M 2.3% 18
2021
Q4 		$11.2M Buy
70,888
+36,536
+106% +$6M 2.61% 11
2021
Q3 		$5.64M Buy
34,352
+192
+0.6% +$30.1K 2.86% 9
2021
Q2 		$5.31M Buy
34,160
+1,012
+3% +$159K 2.77% 9
2021
Q1 		$5.06M Sell
33,148
-562
-2% -$80.9K 2.79% 11
2020
Q4 		$4.26M Buy
33,710
+40
+0.1% +$4.47K 2.66% 16
2020
Q3 		$3.21M Buy
33,670
+215
+0.6% +$21.1K 2.22% 21
2020
Q2 		$3.13M Buy
33,455
+680
+2% +$64.5K 2.34% 18
2020
Q1 		$2.94M Sell
32,775
-531
-2% -$64.5K 2.76% 11
2019
Q4 		$4.59M Sell
33,306
-1,722
-5% -$221K 3.5% 10
2019
Q3 		$4.43M Sell
35,028
-491
-1% -$55.5K 3.68% 8
2019
Q2 		$4.01M Sell
35,519
-277
-0.8% -$30.5K 3.79% 8
2019
Q1 		$3.62M Sell
35,796
-333
-0.9% -$34.3K 3.72% 9
2018
Q4 		$3.53M Buy
+36,129
New +$3.85M 3.37% 8
2018
Q2 		$3.88M Sell
37,224
-19
-0.1% -$2.08K 3.03% 7
2018
Q1 		$4.1M Sell
37,243
-129
-0.3% -$14.6K 3.31% 5
2017
Q4 		$4M Buy
37,372
+34
+0.1% +$3.44K 3.25% 5
2017
Q3 		$3.57M Buy
37,338
+163
+0.4% +$15K 2.88% 5
2017
Q2 		$3.4M Buy
37,175
+508
+1% +$43.8K 2.92% 5
2017
Q1 		$3.22M Sell
36,667
-1,686
-4% -$149K 2.5% 7
2016
Q4 		$3.31M Sell
38,353
-199
-0.5% -$15.2K 2.66% 4
2016
Q3 		$2.57M Buy
38,552
+225
+0.6% +$14.7K 2.06% 15
2016
Q2 		$2.38M Sell
38,327
-534
-1% -$33.4K 1.95% 15
2016
Q1 		$2.3M Sell
38,861
-49
-0.1% -$2.86K 2% 14
2015
Q4 		$2.57M Sell
38,910
-1,195
-3% -$77.8K 2.26% 8
2015
Q3 		$2.44M Buy
40,105
+1,025
+3% +$67.1K 2.29% 8
2015
Q2 		$2.65M Buy
39,080
+115
+0.3% +$7.51K 2.22% 8
2015
Q1 		$2.36M Buy
38,965
+745
+2% +$44.1K 2.02% 12
2014
Q4 		$2.39M Buy
+38,220
New +$2.3M 2.07% 13

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

Brick & Kyle Associates's JPM Position: Q1 2026 in Review

Brick & Kyle Associates reduced its JPMorgan Chase (JPM) stake by 8.5% in Q1 2026, selling an estimated $831K and leaving 29,578 shares worth $8.7M. The position accounts for 2.87% of the portfolio, ranked #8.

Brick & Kyle Associates first reported a position in JPM in Q4 2014 and has held it in 45 quarters since. The position peaked at $11.2M in Q4 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brick & Kyle Associates held 29,578 shares of JPMorgan Chase worth $8.7M as of Q1 2026.
  • Brick & Kyle Associates sold 2,739 JPMorgan Chase shares in Q1 2026, an estimated $831K.
  • JPMorgan Chase made up 2.87% of Brick & Kyle Associates's portfolio in Q1 2026, its #8 holding.
  • Brick & Kyle Associates first reported a position in JPMorgan Chase in Q4 2014 and has held it in 45 quarters since.
  • Brick & Kyle Associates's JPMorgan Chase position peaked at $11.2M in Q4 2021.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brick & Kyle Associates's 13F filing for Q1 2026, filed 2 Jul 2026.