Brightwater Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Brightwater Advisory's JPM Position: Q2 2026 in Review
Brightwater Advisory reduced its JPMorgan Chase (JPM) stake by 0.78% in Q2 2026, selling an estimated $4.97K and leaving 2,042 shares worth $668K. The position accounts for 0.42% of the portfolio, ranked #38.
Brightwater Advisory first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $679K in Q4 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Brightwater Advisory held 2,042 shares of JPMorgan Chase worth $668K as of Q2 2026.
- Brightwater Advisory sold 16 JPMorgan Chase shares in Q2 2026, an estimated $4.97K.
- JPMorgan Chase made up 0.42% of Brightwater Advisory's portfolio in Q2 2026, its #38 holding.
- Brightwater Advisory first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
- Brightwater Advisory's JPMorgan Chase position peaked at $679K in Q4 2025.
- 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.