Brooks Moore & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.25M | Buy |
28,264
+1,400
| +5% | +$435K | 4.15% | 1 |
|
|
2026
Q1 | $7.9M | Sell |
26,864
-1,364
| -5% | -$414K | 3.96% | 1 |
|
|
2025
Q4 | $9.1M | Buy |
28,228
+10
| +0% | +$3.1K | 4.47% | 2 |
|
|
2025
Q3 | $8.9M | Sell |
28,218
-1,816
| -6% | -$540K | 4.51% | 2 |
|
|
2025
Q2 | $8.9M | Buy |
30,034
+132
| +0.4% | +$33.7K | 4.8% | 2 |
|
|
2025
Q1 | $7.34M | Sell |
29,902
-101
| -0.3% | -$25.7K | 4.14% | 2 |
|
|
2024
Q4 | $7.19M | Sell |
30,003
-1,342
| -4% | -$313K | 4.25% | 2 |
|
|
2024
Q3 | $6.61M | Sell |
31,345
-55
| -0.2% | -$11.6K | 3.9% | 3 |
|
|
2024
Q2 | $6.35M | Sell |
31,400
-265
| -0.8% | -$51.8K | 4.08% | 2 |
|
|
2024
Q1 | $6.34M | Sell |
31,665
-125
| -0.4% | -$22.6K | 4.07% | 2 |
|
|
2023
Q4 | $5.41M | Sell |
31,790
-497
| -2% | -$75.3K | 3.72% | 4 |
|
|
2023
Q3 | $4.68M | Sell |
32,287
-464
| -1% | -$69.6K | 3.54% | 6 |
|
|
2023
Q2 | $4.76M | Sell |
32,751
-225
| -0.7% | -$30.9K | 3.35% | 6 |
|
|
2023
Q1 | $4.3M | Buy |
32,976
+599
| +2% | +$82.1K | 3.09% | 7 |
|
|
2022
Q4 | $4.34M | Buy |
32,377
+1,198
| +4% | +$152K | 3.17% | 8 |
|
|
2022
Q3 | $3.26M | Buy |
31,179
+211
| +0.7% | +$24.2K | 2.64% | 10 |
|
|
2022
Q2 | $3.49M | Buy |
30,968
+2,794
| +10% | +$346K | 2.51% | 13 |
|
|
2022
Q1 | $3.84M | Buy |
28,174
+8,986
| +47% | +$1.33M | 2.36% | 13 |
|
|
2021
Q4 | $3.04M | Sell |
19,188
-100
| -0.5% | -$16.4K | 1.78% | 22 |
|
|
2021
Q3 | $3.16M | Sell |
19,288
-300
| -2% | -$47K | 2.07% | 19 |
|
|
2021
Q2 | $3.05M | Buy |
19,588
+462
| +2% | +$72.6K | 1.94% | 21 |
|
|
2021
Q1 | $2.91M | Sell |
19,126
-101
| -0.5% | -$14.5K | 1.97% | 19 |
|
|
2020
Q4 | $2.44M | Sell |
19,227
-399
| -2% | -$44.6K | 1.89% | 19 |
|
|
2020
Q3 | $1.89M | Sell |
19,626
-275
| -1% | -$27K | 1.63% | 24 |
|
|
2020
Q2 | $1.87M | Buy |
19,901
+413
| +2% | +$39.2K | 1.75% | 21 |
|
|
2020
Q1 | $1.75M | Sell |
19,488
-452
| -2% | -$54.9K | 1.86% | 18 |
|
|
2019
Q4 | $2.78M | Sell |
19,940
-275
| -1% | -$35.3K | 2.21% | 13 |
|
|
2019
Q3 | $2.38M | Buy |
20,215
+748
| +4% | +$84.6K | 2.01% | 16 |
|
|
2019
Q2 | $2.18M | Buy |
19,467
+1,018
| +6% | +$112K | 1.87% | 16 |
|
|
2019
Q1 | $1.87M | Sell |
18,449
-762
| -4% | -$78.5K | 1.7% | 21 |
|
|
2018
Q4 | $1.88M | Buy |
+19,211
| New | +$2.05M | 1.89% | 15 |
|
Other funds holding JPM
Brooks Moore & Associates's JPM Position: Q2 2026 in Review
Brooks Moore & Associates increased its JPMorgan Chase (JPM) stake by 5.2% in Q2 2026, buying an estimated $435K and bringing the position to 28,264 shares worth $9.25M. The position accounts for 4.15% of the portfolio, ranked #1.
Brooks Moore & Associates first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Brooks Moore & Associates held 28,264 shares of JPMorgan Chase worth $9.25M as of Q2 2026.
- Brooks Moore & Associates bought 1,400 JPMorgan Chase shares in Q2 2026, an estimated $435K.
- JPMorgan Chase made up 4.15% of Brooks Moore & Associates's portfolio in Q2 2026, its #1 holding.
- Brooks Moore & Associates first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.