Brickley Wealth Management’s JPMorgan Chase JPM Stock Holding History

Brickley Wealth 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	$302K	Buy	923 +58	+7%	+$18K	0.04%	56
2026 Q1	$254K	Sell	865 -153	-15%	-$46.4K	0.04%	50
2025 Q4	$328K	Buy	1,018 +8	+0.8%	+$2.48K	0.06%	48
2025 Q3	$319K	Buy	1,010 +199	+25%	+$59.2K	0.06%	45
2025 Q2	$235K	Buy	+811	New	+$207K	0.05%	46
2022 Q1	–	Sell	-1,279	Closed	-$203K	–	52
2021 Q4	$203K	Buy	1,279 +44	+4%	+$7.23K	0.04%	49
2021 Q3	$202K	Buy	+1,235	New	+$194K	0.05%	44
2020 Q1	–	Sell	-2,076	Closed	-$289K	–	47
2019 Q4	$289K	Buy	2,076 +44	+2%	+$5.64K	0.11%	39
2019 Q3	$239K	Sell	2,032 -27	-1%	-$3.05K	0.1%	41
2019 Q2	$230K	Buy	+2,059	New	+$227K	0.1%	38

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

Brickley Wealth Management's JPM Position: Q2 2026 in Review

Brickley Wealth Management increased its JPMorgan Chase (JPM) stake by 6.7% in Q2 2026, buying an estimated $18K and bringing the position to 923 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #56.

Brickley Wealth Management first reported a position in JPM in Q2 2019 and has held it in 10 quarters since. The position peaked at $328K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Brickley Wealth Management held 923 shares of JPMorgan Chase worth $302K as of Q2 2026.
Brickley Wealth Management bought 58 JPMorgan Chase shares in Q2 2026, an estimated $18K.
JPMorgan Chase made up 0.04% of Brickley Wealth Management's portfolio in Q2 2026, its #56 holding.
Brickley Wealth Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 10 quarters since.
Brickley Wealth Management's JPMorgan Chase position peaked at $328K in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.