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Brookmont Capital Management’s JPMorgan Chase JPM Stock Holding History

Brookmont Capital Management’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 		$5.73M Buy
17,517
+38
+0.2% +$11.8K 3.08% 2
2026
Q1 		$5.14M Buy
17,479
+671
+4% +$204K 2.88% 5
2025
Q4 		$5.42M Sell
16,808
-134
-0.8% -$41.5K 3.13% 2
2025
Q3 		$5.34M Sell
16,942
-723
-4% -$215K 2.97% 3
2025
Q2 		$5.12M Sell
17,665
-3,232
-15% -$825K 2.94% 5
2025
Q1 		$5.13M Sell
20,897
-2,013
-9% -$513K 2.89% 4
2024
Q4 		$5.49M Sell
22,910
-1,341
-6% -$312K 2.94% 2
2024
Q3 		$5.11M Sell
24,251
-3,834
-14% -$808K 2.63% 3
2024
Q2 		$5.68M Sell
28,085
-657
-2% -$128K 3.11% 3
2024
Q1 		$5.76M Sell
28,742
-316
-1% -$57K 3.03% 2
2023
Q4 		$4.94M Sell
29,058
-159
-0.5% -$24.1K 2.77% 5
2023
Q3 		$4.24M Sell
29,217
-294
-1% -$44.1K 2.64% 9
2023
Q2 		$4.29M Sell
29,511
-3
-0% -$413 2.59% 8
2023
Q1 		$3.85M Buy
29,514
+115
+0.4% +$15.8K 2.42% 12
2022
Q4 		$3.94M Sell
29,399
-830
-3% -$105K 2.42% 11
2022
Q3 		$3.16M Buy
30,229
+2,331
+8% +$268K 2.19% 15
2022
Q2 		$3.14M Sell
27,898
-966
-3% -$120K 2.16% 14
2022
Q1 		$3.94M Buy
28,864
+249
+0.9% +$36.8K 2.36% 11
2021
Q4 		$4.53M Sell
28,615
-1,262
-4% -$207K 2.4% 7
2021
Q3 		$4.89M Buy
29,877
+189
+0.6% +$29.6K 2.88% 3
2021
Q2 		$4.62M Sell
29,688
-144
-0.5% -$22.6K 2.79% 4
2021
Q1 		$4.54M Sell
29,832
-166
-0.6% -$23.9K 2.93% 2
2020
Q4 		$3.81M Sell
29,998
-1,492
-5% -$167K 2.69% 4
2020
Q3 		$3.03M Buy
31,490
+546
+2% +$53.6K 2.25% 10
2020
Q2 		$2.91M Sell
30,944
-9,539
-24% -$905K 2.33% 8
2020
Q1 		$3.65M Sell
40,483
-1,120
-3% -$136K 2.94% 6
2019
Q4 		$5.8M Sell
41,603
-4,053
-9% -$520K 3.46% 2
2019
Q3 		$5.37M Sell
45,656
-277
-0.6% -$31.3K 3.07% 3
2019
Q2 		$5.13M Buy
45,933
+223
+0.5% +$24.6K 3.09% 4
2019
Q1 		$4.63M Buy
45,710
+78
+0.2% +$8.04K 2.85% 5
2018
Q4 		$4.46M Sell
45,632
-4,747
-9% -$506K 3.03% 4
2018
Q3 		$5.68M Sell
50,379
-90
-0.2% -$10.2K 3.39% 2
2018
Q2 		$5.26M Buy
50,469
+978
+2% +$107K 3.31% 2
2018
Q1 		$5.44M Sell
49,491
-45,135
-48% -$5.11M 3.6% 2
2017
Q4 		$10.1M Buy
94,626
+27,365
+41% +$2.77M 4.36% 1
2017
Q3 		$6.42M Sell
67,261
-66,720
-50% -$6.15M 3.52% 3
2017
Q2 		$12.2M Sell
133,981
-4,382
-3% -$378K 4.62% 2
2017
Q1 		$12.2M Sell
138,363
-3,276
-2% -$289K 4.49% 3
2016
Q4 		$12.2M Sell
141,639
-17,758
-11% -$1.35M 4.82% 2
2016
Q3 		$10.6M Buy
159,397
+2,792
+2% +$182K 3.96% 3
2016
Q2 		$9.73M Sell
156,605
-22,508
-13% -$1.41M 3.54% 13
2016
Q1 		$10.6M Sell
179,113
-3,484
-2% -$203K 3.4% 12
2015
Q4 		$12.1M Sell
182,597
-20,863
-10% -$1.36M 3.43% 6
2015
Q3 		$12.4M Sell
203,460
-13,607
-6% -$891K 3.55% 7
2015
Q2 		$14.7M Sell
217,067
-9,312
-4% -$608K 3.72% 3
2015
Q1 		$13.7M Buy
226,379
+25,940
+13% +$1.54M 3.43% 6
2014
Q4 		$12.5M Sell
200,439
-49,782
-20% -$3M 3.63% 5
2014
Q3 		$15.1M Buy
250,221
+1,876
+0.8% +$110K 3.86% 4
2014
Q2 		$14.3M Buy
248,345
+34,528
+16% +$1.94M 3.45% 13
2014
Q1 		$13M Sell
213,817
-17,074
-7% -$987K 3.57% 10
2013
Q4 		$13.5M Buy
230,891
+36,817
+19% +$2.02M 3.72% 3
2013
Q3 		$10M Buy
194,074
+76,678
+65% +$4.11M 3.27% 9
2013
Q2 		$6.2M Buy
+117,396
New +$5.97M 2.57% 11

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Brookmont Capital Management's JPM Position: Q2 2026 in Review

Brookmont Capital Management increased its JPMorgan Chase (JPM) stake by 0.22% in Q2 2026, buying an estimated $11.8K and bringing the position to 17,517 shares worth $5.73M. The position accounts for 3.08% of the portfolio, ranked #2.

Brookmont Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.1M in Q3 2014. 2,441 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brookmont Capital Management held 17,517 shares of JPMorgan Chase worth $5.73M as of Q2 2026.
  • Brookmont Capital Management bought 38 JPMorgan Chase shares in Q2 2026, an estimated $11.8K.
  • JPMorgan Chase made up 3.08% of Brookmont Capital Management's portfolio in Q2 2026, its #2 holding.
  • Brookmont Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Brookmont Capital Management's JPMorgan Chase position peaked at $15.1M in Q3 2014.
  • 2,441 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brookmont Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.