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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
Q2 		$278K Buy
849
+157
+23% +$48.8K 0.03% 128
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brio Consultants's JPM Position: Q2 2026 in Review

Brio Consultants increased its JPMorgan Chase (JPM) stake by 23% in Q2 2026, buying an estimated $48.8K and bringing the position to 849 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #128.

Brio Consultants first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $341K in Q4 2025. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brio Consultants held 849 shares of JPMorgan Chase worth $278K as of Q2 2026.
  • Brio Consultants bought 157 JPMorgan Chase shares in Q2 2026, an estimated $48.8K.
  • JPMorgan Chase made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #128 holding.
  • Brio Consultants first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • Brio Consultants's JPMorgan Chase position peaked at $341K in Q4 2025.
  • 5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.