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Brightwater Advisory’s JPMorgan Chase JPM Stock Holding History

Brightwater Advisory’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
Q1 		$605K Sell
2,058
-48
-2% -$14.6K 0.4% 39
2025
Q4 		$679K Hold
2,106
– – 0.46% 39
2025
Q3 		$664K Sell
2,106
-103
-5% -$30.6K 0.46% 36
2025
Q2 		$640K Sell
2,209
-190
-8% -$48.5K 0.46% 35
2025
Q1 		$588K Sell
2,399
-1
-0% -$255 0.47% 35
2024
Q4 		$575K Sell
2,400
-76
-3% -$17.7K 0.45% 35
2024
Q3 		$522K Buy
2,476
+77
+3% +$16.2K 0.38% 42
2024
Q2 		$485K Sell
2,399
-416
-15% -$81.3K 0.37% 46
2024
Q1 		$564K Buy
2,815
+154
+6% +$27.8K 0.45% 38
2023
Q4 		$453K Buy
+2,661
New +$403K 0.38% 38

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brightwater Advisory's JPM Position: Q1 2026 in Review

Brightwater Advisory reduced its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, selling an estimated $14.6K and leaving 2,058 shares worth $605K. The position accounts for 0.4% of the portfolio, ranked #39.

Brightwater Advisory first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $679K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brightwater Advisory held 2,058 shares of JPMorgan Chase worth $605K as of Q1 2026.
  • Brightwater Advisory sold 48 JPMorgan Chase shares in Q1 2026, an estimated $14.6K.
  • JPMorgan Chase made up 0.4% of Brightwater Advisory's portfolio in Q1 2026, its #39 holding.
  • Brightwater Advisory first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Brightwater Advisory's JPMorgan Chase position peaked at $679K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.