Brighton Securities’s JPMorgan Chase JPM Stock Holding History

Brighton Securities’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 Q3	$255K	Buy	770 +63	+9%	+$22K	0.11%	35
2026 Q2	$231K	Buy	+707	New	+$220K	0.1%	41
2026 Q1	–	Sell	-643	Closed	-$207K	–	51
2025 Q4	$207K	Sell	643 -81	-11%	-$25.1K	0.1%	50
2025 Q3	$228K	Sell	724 -760	-51%	-$226K	0.12%	51
2025 Q2	$430K	Sell	1,484 -349	-19%	-$89.1K	0.24%	25
2025 Q1	$450K	Sell	1,833 -177	-9%	-$45.1K	0.22%	28
2024 Q4	$482K	Buy	+2,010	New	+$468K	0.23%	21

Other funds holding JPM

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Brighton Securities's JPM Position: Q3 2026 in Review

Brighton Securities increased its JPMorgan Chase (JPM) stake by 8.9% in Q3 2026, buying an estimated $22K and bringing the position to 770 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #35.

Brighton Securities first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $482K in Q4 2024. 207 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Brighton Securities held 770 shares of JPMorgan Chase worth $255K as of Q3 2026.
Brighton Securities bought 63 JPMorgan Chase shares in Q3 2026, an estimated $22K.
JPMorgan Chase made up 0.11% of Brighton Securities's portfolio in Q3 2026, its #35 holding.
Brighton Securities first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Brighton Securities's JPMorgan Chase position peaked at $482K in Q4 2024.
207 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Brighton Securities's 13F filing for Q3 2026, filed 8 Oct 2026.