Brooklyn Investment Group’s JPMorgan Chase JPM Stock Holding History

Brooklyn Investment Group’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	$29.4M	Buy	99,972 +23,800	+31%	+$7.22M	0.92%	12
2025 Q4	$24.7M	Buy	76,172 +28,825	+61%	+$8.92M	1.14%	10
2025 Q3	$6.12M	Sell	47,347 -919	-2%	-$273K	0.83%	18
2025 Q2	$6.24M	Buy	48,266 +22,757	+89%	+$5.81M	0.82%	15
2025 Q1	$6.26M	Buy	25,509 +6,212	+32%	+$1.58M	1.35%	9
2024 Q4	$4.63M	Buy	19,297 +804	+4%	+$187K	1.38%	12
2024 Q3	$3.9M	Buy	18,493 +1,372	+8%	+$289K	1.28%	13
2024 Q2	$3.41M	Hold	17,121	–	–	1.47%	11
2024 Q1	$3.41M	Sell	17,121 -2	-0%	-$361	1.47%	11
2023 Q4	$2.91M	Buy	+17,123	New	+$2.59M	1.39%	12

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brooklyn Investment Group's JPM Position: Q1 2026 in Review

Brooklyn Investment Group increased its JPMorgan Chase (JPM) stake by 31% in Q1 2026, buying an estimated $7.22M and bringing the position to 99,972 shares worth $29.4M. The position accounts for 0.92% of the portfolio, ranked #12.

Brooklyn Investment Group first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Brooklyn Investment Group held 99,972 shares of JPMorgan Chase worth $29.4M as of Q1 2026.
Brooklyn Investment Group bought 23,800 JPMorgan Chase shares in Q1 2026, an estimated $7.22M.
JPMorgan Chase made up 0.92% of Brooklyn Investment Group's portfolio in Q1 2026, its #12 holding.
Brooklyn Investment Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.