Brighton Jones LLC’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$20M Buy
+68,160
New +$20.7M 0.44% 37
2025
Q4
Sell
-63,816
Closed -$20.1M 528
2025
Q3
$20.1M Buy
63,816
+12,246
+24% +$3.64M 0.48% 36
2025
Q2
$15M Buy
51,570
+650
+1% +$166K 0.4% 37
2025
Q1
$12.5M Buy
50,920
+2,188
+4% +$558K 0.4% 41
2024
Q4
$11.7M Buy
48,732
+4,841
+11% +$1.13M 0.34% 45
2024
Q3
$9.25M Sell
43,891
-2,777
-6% -$585K 0.35% 40
2024
Q2
$9.44M Buy
46,668
+4,897
+12% +$957K 0.31% 48
2024
Q1
$8.37M Buy
41,771
+1,122
+3% +$202K 0.3% 49
2023
Q4
$6.91M Buy
40,649
+5,430
+15% +$823K 0.29% 52
2023
Q3
$5.11M Buy
35,219
+1,724
+5% +$258K 0.26% 58
2023
Q2
$4.87M Buy
33,495
+1,689
+5% +$232K 0.25% 61
2023
Q1
$4.14M Buy
31,806
+664
+2% +$91K 0.24% 63
2022
Q4
$4.18M Sell
31,142
-2,715
-8% -$344K 0.25% 52
2022
Q3
$3.54M Buy
33,857
+163
+0.5% +$18.7K 0.21% 58
2022
Q2
$3.79M Sell
33,694
-253
-0.7% -$31.3K 0.22% 54
2022
Q1
$4.63M Buy
33,947
+1,004
+3% +$148K 0.22% 54
2021
Q4
$5.22M Buy
32,943
+2,165
+7% +$356K 0.25% 45
2021
Q3
$5.04M Buy
30,778
+625
+2% +$98K 0.26% 42
2021
Q2
$4.69M Buy
30,153
+34
+0.1% +$5.34K 0.24% 45
2021
Q1
$4.58M Buy
30,119
+3,379
+13% +$486K 0.27% 41
2020
Q4
$3.4M Sell
26,740
-63
-0.2% -$7.04K 0.21% 49
2020
Q3
$2.58M Buy
26,803
+1,387
+5% +$136K 0.18% 50
2020
Q2
$2.39M Sell
25,416
-1,133
-4% -$107K 0.19% 48
2020
Q1
$2.39M Buy
26,549
+1,641
+7% +$199K 0.25% 38
2019
Q4
$3.47M Buy
24,908
+1,079
+5% +$138K 0.37% 34
2019
Q3
$2.8M Sell
23,829
-898
-4% -$102K 0.33% 36
2019
Q2
$2.77M Sell
24,727
-8,734
-26% -$963K 0.32% 39
2019
Q1
$3.39M Buy
33,461
+7,971
+31% +$821K 0.41% 34
2018
Q4
$2.49M Buy
25,490
+148
+0.6% +$15.8K 0.36% 34
2018
Q3
$2.86M Sell
25,342
-881
-3% -$100K 0.35% 30
2018
Q2
$2.73M Buy
26,223
+2,362
+10% +$259K 0.35% 31
2018
Q1
$2.62M Sell
23,861
-977
-4% -$111K 0.36% 32
2017
Q4
$2.66M Buy
24,838
+1,132
+5% +$115K 0.32% 36
2017
Q3
$2.26M Sell
23,706
-4,956
-17% -$457K 0.29% 37
2017
Q2
$2.62M Buy
+28,662
New +$2.47M 0.37% 30
2017
Q1
Sell
-8,570
Closed -$740K 109
2016
Q4
$740K Sell
8,570
-22,765
-73% -$1.74M 0.28% 27
2016
Q3
$2.09M Buy
31,335
+2,724
+10% +$178K 0.34% 38
2016
Q2
$1.78M Sell
28,611
-480,154
-94% -$30M 0.31% 40
2016
Q1
$30.1M Buy
508,765
+480,393
+1,693% +$28.1M 5.54% 6
2015
Q4
$1.87M Sell
28,372
-1,126
-4% -$73.3K 0.37% 31
2015
Q3
$1.8M Buy
29,498
+1,024
+4% +$67.1K 0.38% 33
2015
Q2
$1.93M Buy
28,474
+518
+2% +$33.8K 0.44% 29
2015
Q1
$1.69M Sell
27,956
-3,110
-10% -$184K 0.38% 33
2014
Q4
$1.94M Buy
31,066
+1,780
+6% +$107K 0.45% 27
2014
Q3
$1.76M Buy
29,286
+7,064
+32% +$413K 0.4% 32
2014
Q2
$1.28M Sell
22,222
-427
-2% -$24K 0.29% 41
2014
Q1
$1.38M Buy
22,649
+570
+3% +$32.9K 0.32% 37
2013
Q4
$1.29M Buy
22,079
+4,663
+27% +$255K 0.3% 41
2013
Q3
$900K Buy
17,416
+6,586
+61% +$353K 0.24% 49
2013
Q2
$572K Buy
+10,830
New +$551K 0.17% 52

Other funds holding JPM

Brighton Jones LLC's JPM Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in JPMorgan Chase (JPM) in Q1 2026: 68,160 shares worth $20M. The stake represents 0.44% of the portfolio and ranks #37 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in JPM as recently as Q3 2025.

Brighton Jones LLC first reported a position in JPM in Q2 2013 and has held it in 50 quarters since. The position peaked at $30.1M in Q1 2016. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brighton Jones LLC held 68,160 shares of JPMorgan Chase worth $20M as of Q1 2026.
  • JPMorgan Chase was a new Brighton Jones LLC position in Q1 2026.
  • JPMorgan Chase made up 0.44% of Brighton Jones LLC's portfolio in Q1 2026, its #37 holding.
  • Brighton Jones LLC first reported a position in JPMorgan Chase in Q2 2013 and has held it in 50 quarters since.
  • Brighton Jones LLC's JPMorgan Chase position peaked at $30.1M in Q1 2016.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.