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Broadleaf Partners’s JPMorgan Chase JPM Stock Holding History

Broadleaf Partners’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 		$11.3M Sell
38,456
-1,303
-3% -$395K 2.64% 12
2025
Q4 		$12.8M Sell
39,759
-21
-0.1% -$6.5K 2.7% 11
2025
Q3 		$12.5M Buy
39,780
+13,765
+53% +$4.09M 2.62% 13
2025
Q2 		$7.54M Buy
26,015
+12,442
+92% +$3.18M 1.66% 25
2025
Q1 		$3.33M Buy
+13,573
New +$3.46M 0.87% 36
2023
Q2 		– Sell
-33,665
Closed -$4.39M – 79
2023
Q1 		$4.39M Buy
33,665
+612
+2% +$83.9K 1.56% 30
2022
Q4 		$4.43M Buy
+33,053
New +$4.19M 1.75% 27

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

Broadleaf Partners's JPM Position: Q1 2026 in Review

Broadleaf Partners reduced its JPMorgan Chase (JPM) stake by 3.3% in Q1 2026, selling an estimated $395K and leaving 38,456 shares worth $11.3M. The position accounts for 2.64% of the portfolio, ranked #12.

Broadleaf Partners first reported a position in JPM in Q4 2022 and has held it in 7 quarters since. The position peaked at $12.8M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Broadleaf Partners held 38,456 shares of JPMorgan Chase worth $11.3M as of Q1 2026.
  • Broadleaf Partners sold 1,303 JPMorgan Chase shares in Q1 2026, an estimated $395K.
  • JPMorgan Chase made up 2.64% of Broadleaf Partners's portfolio in Q1 2026, its #12 holding.
  • Broadleaf Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 7 quarters since.
  • Broadleaf Partners's JPMorgan Chase position peaked at $12.8M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.