Brookstone Capital Management’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 | $46.8M | Buy |
142,934
+39,033
| +38% | +$12.1M | 0.47% | 48 |
|
|
2026
Q1 | $30.6M | Sell |
103,901
-3,708
| -3% | -$1.13M | 0.35% | 70 |
|
|
2025
Q4 | $34.7M | Buy |
107,609
+5,226
| +5% | +$1.62M | 0.4% | 53 |
|
|
2025
Q3 | $32.3M | Sell |
102,383
-1,661
| -2% | -$494K | 0.39% | 52 |
|
|
2025
Q2 | $30.2M | Buy |
104,044
+5,850
| +6% | +$1.49M | 0.4% | 58 |
|
|
2025
Q1 | $24.1M | Buy |
98,194
+12,837
| +15% | +$3.27M | 0.35% | 70 |
|
|
2024
Q4 | $20.5M | Sell |
85,357
-3,943
| -4% | -$918K | 0.3% | 86 |
|
|
2024
Q3 | $18.8M | Buy |
89,300
+3,652
| +4% | +$769K | 0.28% | 87 |
|
|
2024
Q2 | $18.6M | Buy |
85,648
+2,759
| +3% | +$539K | 0.31% | 75 |
|
|
2024
Q1 | $16.6M | Sell |
82,889
-68,050
| -45% | -$12.3M | 0.3% | 83 |
|
|
2023
Q4 | $25.7M | Sell |
150,939
-4,572
| -3% | -$693K | 0.5% | 52 |
|
|
2023
Q3 | $22.6M | Buy |
155,511
+574
| +0.4% | +$86K | 0.5% | 50 |
|
|
2023
Q2 | $22.4M | Sell |
154,937
-17,811
| -10% | -$2.45M | 0.45% | 58 |
|
|
2023
Q1 | $24.2M | Buy |
172,748
+6,870
| +4% | +$941K | 0.47% | 61 |
|
|
2022
Q4 | $22.9M | Buy |
165,878
+12,997
| +9% | +$1.65M | 0.46% | 60 |
|
|
2022
Q3 | $15.8M | Buy |
152,881
+890
| +0.6% | +$102K | 0.37% | 74 |
|
|
2022
Q2 | $17.4M | Buy |
151,991
+69,656
| +85% | +$8.63M | 0.38% | 68 |
|
|
2022
Q1 | $11M | Sell |
82,335
-8,771
| -10% | -$1.29M | 0.21% | 102 |
|
|
2021
Q4 | $15.2M | Buy |
91,106
+18,513
| +26% | +$3.04M | 0.26% | 84 |
|
|
2021
Q3 | $11.7M | Sell |
72,593
-911
| -1% | -$143K | 0.21% | 95 |
|
|
2021
Q2 | $11.4M | Buy |
73,504
+36,585
| +99% | +$5.75M | 0.21% | 98 |
|
|
2021
Q1 | $5.62M | Sell |
36,919
-19,147
| -34% | -$2.75M | 0.22% | 93 |
|
|
2020
Q4 | $7.12M | Buy |
56,066
+4,221
| +8% | +$472K | 0.28% | 70 |
|
|
2020
Q3 | $4.99M | Buy |
51,845
+8,952
| +21% | +$879K | 0.23% | 67 |
|
|
2020
Q2 | $4.04M | Buy |
42,893
+24,071
| +128% | +$2.28M | 0.25% | 60 |
|
|
2020
Q1 | $1.7M | Sell |
18,822
-23,566
| -56% | -$2.86M | 0.1% | 126 |
|
|
2019
Q4 | $5.91M | Buy |
42,388
+9,943
| +31% | +$1.28M | 0.3% | 53 |
|
|
2019
Q3 | $3.82M | Buy |
32,445
+7,496
| +30% | +$848K | 0.21% | 81 |
|
|
2019
Q2 | $2.79M | Buy |
24,949
+3,954
| +19% | +$436K | 0.16% | 95 |
|
|
2019
Q1 | $2.13M | Buy |
20,995
+13,645
| +186% | +$1.41M | 0.14% | 104 |
|
|
2018
Q4 | $717K | Sell |
7,350
-425
| -5% | -$45.3K | 0.05% | 152 |
|
|
2018
Q3 | $877K | Buy |
7,775
+967
| +14% | +$110K | 0.07% | 190 |
|
|
2018
Q2 | $709K | Buy |
6,808
+348
| +5% | +$38.2K | 0.06% | 166 |
|
|
2018
Q1 | $710K | Buy |
6,460
+11
| +0.2% | +$1.25K | 0.06% | 155 |
|
|
2017
Q4 | $690K | Buy |
6,449
+280
| +5% | +$28.4K | 0.06% | 166 |
|
|
2017
Q3 | $589K | Buy |
6,169
+477
| +8% | +$44K | 0.05% | 177 |
|
|
2017
Q2 | $520K | Buy |
5,692
+289
| +5% | +$24.9K | 0.05% | 180 |
|
|
2017
Q1 | $475K | Sell |
5,403
-360
| -6% | -$31.8K | 0.05% | 178 |
|
|
2016
Q4 | $497K | Buy |
5,763
+411
| +8% | +$31.3K | 0.05% | 165 |
|
|
2016
Q3 | $357K | Buy |
5,352
+69
| +1% | +$4.5K | 0.04% | 186 |
|
|
2016
Q2 | $328K | Sell |
5,283
-330
| -6% | -$20.6K | 0.04% | 191 |
|
|
2016
Q1 | $332K | Buy |
5,613
+15
| +0.3% | +$876 | 0.05% | 181 |
|
|
2015
Q4 | $370K | Buy |
5,598
+159
| +3% | +$10.4K | 0.07% | 101 |
|
|
2015
Q3 | $332K | Sell |
5,439
-51,376
| -90% | -$3.37M | 0.06% | 109 |
|
|
2015
Q2 | $3.85M | Buy |
56,815
+9,757
| +21% | +$637K | 0.48% | 26 |
|
|
2015
Q1 | $2.85M | Buy |
47,058
+16,608
| +55% | +$984K | 0.43% | 32 |
|
|
2014
Q4 | $1.91M | Buy |
30,450
+26,142
| +607% | +$1.57M | 0.32% | 36 |
|
|
2014
Q3 | $260K | Buy |
4,308
+112
| +3% | +$6.55K | 0.05% | 132 |
|
|
2014
Q2 | $242K | Sell |
4,196
-41
| -1% | -$2.31K | 0.05% | 104 |
|
|
2014
Q1 | $257K | Buy |
4,237
+580
| +16% | +$33.5K | 0.07% | 92 |
|
|
2013
Q4 | $214K | Buy |
+3,657
| New | +$200K | 0.06% | 108 |
|
Other funds holding JPM
Brookstone Capital Management's JPM Position: Q2 2026 in Review
Brookstone Capital Management increased its JPMorgan Chase (JPM) stake by 38% in Q2 2026, buying an estimated $12.1M and bringing the position to 142,934 shares worth $46.8M. The position accounts for 0.47% of the portfolio, ranked #48.
Brookstone Capital Management first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Brookstone Capital Management held 142,934 shares of JPMorgan Chase worth $46.8M as of Q2 2026.
- Brookstone Capital Management bought 39,033 JPMorgan Chase shares in Q2 2026, an estimated $12.1M.
- JPMorgan Chase made up 0.47% of Brookstone Capital Management's portfolio in Q2 2026, its #48 holding.
- Brookstone Capital Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
- 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.