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Brookwood Investment Group’s JPMorgan Chase JPM Stock Holding History

Brookwood 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
Q2 		$1.48M Buy
4,522
+867
+24% +$269K 0.17% 129
2026
Q1 		$1.08M Sell
3,655
-1,476
-29% -$448K 0.13% 160
2025
Q4 		$1.65M Sell
5,131
-4,621
-47% -$1.43M 0.2% 98
2025
Q3 		$3.08M Buy
9,752
+198
+2% +$58.9K 0.4% 44
2025
Q2 		$2.77M Buy
9,554
+4,616
+93% +$1.18M 0.45% 37
2025
Q1 		$1.21M Buy
+4,938
New +$1.26M 0.21% 92

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brookwood Investment Group's JPM Position: Q2 2026 in Review

Brookwood Investment Group increased its JPMorgan Chase (JPM) stake by 24% in Q2 2026, buying an estimated $269K and bringing the position to 4,522 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #129.

Brookwood Investment Group first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.08M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brookwood Investment Group held 4,522 shares of JPMorgan Chase worth $1.48M as of Q2 2026.
  • Brookwood Investment Group bought 867 JPMorgan Chase shares in Q2 2026, an estimated $269K.
  • JPMorgan Chase made up 0.17% of Brookwood Investment Group's portfolio in Q2 2026, its #129 holding.
  • Brookwood Investment Group first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's JPMorgan Chase position peaked at $3.08M in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.