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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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return