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Brio Consultants’s JPMorgan Chase JPM Stock Holding History

Brio Consultants’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 		$214K Sell
692
-365
-35% -$111K 0.03% 145
2025
Q4 		$341K Buy
1,057
+384
+57% +$119K 0.04% 110
2025
Q3 		$212K Buy
+673
New +$200K 0.03% 133

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

Brio Consultants's JPM Position: Q1 2026 in Review

Brio Consultants reduced its JPMorgan Chase (JPM) stake by 35% in Q1 2026, selling an estimated $111K and leaving 692 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #145.

Brio Consultants first reported a position in JPM in Q3 2025 and has held it in 3 quarters since. The position peaked at $341K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brio Consultants held 692 shares of JPMorgan Chase worth $214K as of Q1 2026.
  • Brio Consultants sold 365 JPMorgan Chase shares in Q1 2026, an estimated $111K.
  • JPMorgan Chase made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #145 holding.
  • Brio Consultants first reported a position in JPMorgan Chase in Q3 2025 and has held it in 3 quarters since.
  • Brio Consultants's JPMorgan Chase position peaked at $341K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.