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Brooks Moore & Associates’s JPMorgan Chase JPM Stock Holding History

Brooks Moore & Associates’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 		$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

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

Brooks Moore & Associates's JPM Position: Q1 2026 in Review

Brooks Moore & Associates reduced its JPMorgan Chase (JPM) stake by 4.8% in Q1 2026, selling an estimated $414K and leaving 26,864 shares worth $7.9M. The position accounts for 3.96% of the portfolio, ranked #1.

Brooks Moore & Associates first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.1M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brooks Moore & Associates held 26,864 shares of JPMorgan Chase worth $7.9M as of Q1 2026.
  • Brooks Moore & Associates sold 1,364 JPMorgan Chase shares in Q1 2026, an estimated $414K.
  • JPMorgan Chase made up 3.96% of Brooks Moore & Associates's portfolio in Q1 2026, its #1 holding.
  • Brooks Moore & Associates first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Brooks Moore & Associates's JPMorgan Chase position peaked at $9.1M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.