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Brinker Capital Investments’s JPMorgan Chase JPM Stock Holding History

Brinker Capital Investments’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 		$59.1M Sell
201,029
-37,172
-16% -$11.3M 0.5% 29
2025
Q4 		$76.8M Buy
238,201
+8,894
+4% +$2.75M 0.56% 26
2025
Q3 		$72.3M Buy
229,307
+13,648
+6% +$4.06M 0.56% 28
2025
Q2 		$62.5M Buy
215,659
+13,534
+7% +$3.45M 0.53% 27
2025
Q1 		$49.6M Buy
202,125
+4,419
+2% +$1.13M 0.49% 30
2024
Q4 		$47.4M Buy
197,706
+64
+0% +$14.9K 0.47% 35
2024
Q3 		$41.7M Sell
197,642
-1,297
-0.7% -$273K 0.42% 37
2024
Q2 		$40.2M Sell
198,939
-17,486
-8% -$3.42M 0.42% 36
2024
Q1 		$43.3M Sell
216,425
-8,092
-4% -$1.46M 0.46% 31
2023
Q4 		$38.6M Sell
224,517
-16,582
-7% -$2.51M 0.45% 34
2023
Q3 		$35M Sell
241,099
-18,819
-7% -$2.82M 0.42% 38
2023
Q2 		$37.8M Buy
+259,918
New +$35.7M 0.4% 37
2023
Q1 		– Sell
-197,179
Closed -$26.4M – 1610
2022
Q4 		$26.4M Sell
197,179
-8,317
-4% -$1.05M 0.53% 33
2022
Q3 		$21.5M Buy
205,496
+9,437
+5% +$1.08M 0.44% 38
2022
Q2 		$22.1M Sell
196,059
-9,305
-5% -$1.15M 0.42% 42
2022
Q1 		$28M Sell
205,364
-16,871
-8% -$2.49M 0.43% 39
2021
Q4 		$35.2M Buy
222,235
+36,797
+20% +$6.04M 0.51% 35
2021
Q3 		$28.9M Sell
185,438
-29
-0% -$4.55K 0.46% 42
2021
Q2 		$28.8M Buy
185,467
+5,963
+3% +$937K 0.38% 54
2021
Q1 		$27.3M Buy
179,504
+78,425
+78% +$11.3M 0.41% 57
2020
Q4 		$12.8M Sell
101,079
-20,279
-17% -$2.27M 0.2% 98
2020
Q3 		$11.7M Buy
121,358
+100,816
+491% +$9.9M 0.2% 114
2020
Q2 		$1.93M Buy
20,542
+11,530
+128% +$1.09M 0.08% 166
2020
Q1 		$811K Sell
9,012
-3,539
-28% -$430K 0.04% 220
2019
Q4 		$1.75M Sell
12,551
-185
-1% -$23.7K 0.06% 188
2019
Q3 		$1.5M Sell
12,736
-1,501
-11% -$170K 0.05% 201
2019
Q2 		$1.59M Buy
14,237
+1,841
+15% +$203K 0.05% 220
2019
Q1 		$1.25M Buy
12,396
+10,456
+539% +$1.08M 0.04% 229
2018
Q4 		$189K Buy
1,940
+862
+80% +$91.8K 0.01% 322
2018
Q3 		$122K Buy
1,078
+105
+11% +$11.9K ﹤0.01% 315
2018
Q2 		$101K Buy
973
+90
+10% +$9.87K ﹤0.01% 332
2018
Q1 		$97K Buy
883
+309
+54% +$35K ﹤0.01% 316
2017
Q4 		$61K Sell
574
-143
-20% -$14.5K ﹤0.01% 345
2017
Q3 		$68K Buy
+717
New +$66.1K ﹤0.01% 333
2017
Q1 		– Sell
-65
Closed -$6K – 487
2016
Q4 		$6K Sell
65
-14
-18% -$1.07K ﹤0.01% 423
2016
Q3 		$5K Buy
+79
New +$5.15K ﹤0.01% 412
2016
Q1 		– Sell
-44
Closed -$3K – 556
2015
Q4 		$3K Buy
+44
New +$2.87K ﹤0.01% 456

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

Brinker Capital Investments's JPM Position: Q1 2026 in Review

Brinker Capital Investments reduced its JPMorgan Chase (JPM) stake by 16% in Q1 2026, selling an estimated $11.3M and leaving 201,029 shares worth $59.1M. The position accounts for 0.5% of the portfolio, ranked #29.

Brinker Capital Investments first reported a position in JPM in Q4 2015 and has held it in 37 quarters since. The position peaked at $76.8M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brinker Capital Investments held 201,029 shares of JPMorgan Chase worth $59.1M as of Q1 2026.
  • Brinker Capital Investments sold 37,172 JPMorgan Chase shares in Q1 2026, an estimated $11.3M.
  • JPMorgan Chase made up 0.5% of Brinker Capital Investments's portfolio in Q1 2026, its #29 holding.
  • Brinker Capital Investments first reported a position in JPMorgan Chase in Q4 2015 and has held it in 37 quarters since.
  • Brinker Capital Investments's JPMorgan Chase position peaked at $76.8M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.