Brown Advisory’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
Q1 | $359M | Sell |
1,220,005
-2,786
| -0.2% | -$846K | 0.59% | 39 |
|
|
2025
Q4 | $394M | Buy |
1,222,791
+6,953
| +0.6% | +$2.15M | 0.55% | 49 |
|
|
2025
Q3 | $384M | Sell |
1,215,838
-19,268
| -2% | -$5.73M | 0.5% | 54 |
|
|
2025
Q2 | $358M | Sell |
1,235,106
-13,557
| -1% | -$3.46M | 0.47% | 52 |
|
|
2025
Q1 | $306M | Sell |
1,248,663
-14,541
| -1% | -$3.71M | 0.44% | 54 |
|
|
2024
Q4 | $303M | Buy |
1,263,204
+1,915
| +0.2% | +$446K | 0.38% | 60 |
|
|
2024
Q3 | $266M | Sell |
1,261,289
-322
| -0% | -$67.8K | 0.33% | 67 |
|
|
2024
Q2 | $255M | Buy |
1,261,611
+6,265
| +0.5% | +$1.22M | 0.33% | 64 |
|
|
2024
Q1 | $251M | Sell |
1,255,346
-76,666
| -6% | -$13.8M | 0.34% | 67 |
|
|
2023
Q4 | $227M | Sell |
1,332,012
-2,947
| -0.2% | -$447K | 0.32% | 73 |
|
|
2023
Q3 | $194M | Buy |
1,334,959
+4,378
| +0.3% | +$656K | 0.32% | 72 |
|
|
2023
Q2 | $194M | Sell |
1,330,581
-25,267
| -2% | -$3.48M | 0.3% | 72 |
|
|
2023
Q1 | $177M | Sell |
1,355,848
-1,028
| -0.1% | -$141K | 0.3% | 80 |
|
|
2022
Q4 | $182M | Buy |
1,356,876
+3,598
| +0.3% | +$456K | 0.34% | 77 |
|
|
2022
Q3 | $141M | Sell |
1,353,278
-36,803
| -3% | -$4.22M | 0.28% | 83 |
|
|
2022
Q2 | $157M | Sell |
1,390,081
-993,128
| -42% | -$123M | 0.29% | 81 |
|
|
2022
Q1 | $325M | Sell |
2,383,209
-2,331
| -0.1% | -$344K | 0.48% | 52 |
|
|
2021
Q4 | $378M | Sell |
2,385,540
-1,298
| -0.1% | -$213K | 0.47% | 58 |
|
|
2021
Q3 | $391M | Buy |
2,386,838
+17,372
| +0.7% | +$2.72M | 0.58% | 49 |
|
|
2021
Q2 | $369M | Buy |
2,369,466
+5,095
| +0.2% | +$800K | 0.56% | 53 |
|
|
2021
Q1 | $360M | Sell |
2,364,371
-45,874
| -2% | -$6.6M | 0.62% | 45 |
|
|
2020
Q4 | $306M | Buy |
2,410,245
+58,411
| +2% | +$6.53M | 0.54% | 50 |
|
|
2020
Q3 | $226M | Buy |
2,351,834
+5,117
| +0.2% | +$502K | 0.47% | 60 |
|
|
2020
Q2 | $221M | Sell |
2,346,717
-449,326
| -16% | -$42.6M | 0.51% | 48 |
|
|
2020
Q1 | $252M | Buy |
2,796,043
+255,413
| +10% | +$31M | 0.77% | 35 |
|
|
2019
Q4 | $354M | Buy |
2,540,630
+8,891
| +0.4% | +$1.14M | 0.9% | 35 |
|
|
2019
Q3 | $298M | Sell |
2,531,739
-39,206
| -2% | -$4.43M | 0.84% | 35 |
|
|
2019
Q2 | $287M | Sell |
2,570,945
-171,247
| -6% | -$18.9M | 0.82% | 33 |
|
|
2019
Q1 | $278M | Buy |
2,742,192
+20,766
| +0.8% | +$2.14M | 0.79% | 35 |
|
|
2018
Q4 | $266M | Buy |
2,721,426
+107,267
| +4% | +$11.4M | 0.89% | 31 |
|
|
2018
Q3 | $295M | Buy |
2,614,159
+21,310
| +0.8% | +$2.42M | 0.84% | 34 |
|
|
2018
Q2 | $270M | Buy |
2,592,849
+1,714
| +0.1% | +$188K | 0.83% | 35 |
|
|
2018
Q1 | $285M | Sell |
2,591,135
-101,182
| -4% | -$11.5M | 0.92% | 34 |
|
|
2017
Q4 | $288M | Sell |
2,692,317
-61,412
| -2% | -$6.22M | 0.91% | 32 |
|
|
2017
Q3 | $263M | Sell |
2,753,729
-626,550
| -19% | -$57.8M | 0.87% | 33 |
|
|
2017
Q2 | $309M | Buy |
3,380,279
+542,666
| +19% | +$46.8M | 0.94% | 33 |
|
|
2017
Q1 | $249M | Buy |
2,837,613
+83,063
| +3% | +$7.33M | 0.85% | 38 |
|
|
2016
Q4 | $238M | Buy |
2,754,550
+28,974
| +1% | +$2.21M | 0.85% | 36 |
|
|
2016
Q3 | $181M | Sell |
2,725,576
-64,863
| -2% | -$4.23M | 0.62% | 42 |
|
|
2016
Q2 | $173M | Sell |
2,790,439
-28,349
| -1% | -$1.77M | 0.61% | 42 |
|
|
2016
Q1 | $167M | Sell |
2,818,788
-101,269
| -3% | -$5.91M | 0.58% | 44 |
|
|
2015
Q4 | $193M | Sell |
2,920,057
-87,322
| -3% | -$5.69M | 0.65% | 41 |
|
|
2015
Q3 | $183M | Buy |
3,007,379
+54,251
| +2% | +$3.55M | 0.65% | 40 |
|
|
2015
Q2 | $200M | Buy |
2,953,128
+6,969
| +0.2% | +$455K | 0.65% | 39 |
|
|
2015
Q1 | $178M | Sell |
2,946,159
-111,127
| -4% | -$6.58M | 0.57% | 40 |
|
|
2014
Q4 | $191M | Buy |
3,057,286
+63,917
| +2% | +$3.85M | 0.6% | 41 |
|
|
2014
Q3 | $180M | Buy |
2,993,369
+234,176
| +8% | +$13.7M | 0.58% | 40 |
|
|
2014
Q2 | $159M | Buy |
2,759,193
+290,931
| +12% | +$16.4M | 0.5% | 39 |
|
|
2014
Q1 | $150M | Buy |
2,468,262
+812,044
| +49% | +$46.9M | 0.48% | 39 |
|
|
2013
Q4 | $96.9M | Buy |
1,656,218
+23,732
| +1% | +$1.3M | 0.31% | 49 |
|
|
2013
Q3 | $84.4M | Buy |
1,632,486
+70,428
| +5% | +$3.78M | 0.3% | 49 |
|
|
2013
Q2 | $82.5M | Buy |
+1,562,058
| New | +$79.4M | 0.33% | 51 |
|
Other funds holding JPM
VCM
VPM
Brown Advisory's JPM Position: Q1 2026 in Review
Brown Advisory reduced its JPMorgan Chase (JPM) stake by 0.23% in Q1 2026, selling an estimated $846K and leaving 1,220,005 shares worth $359M. The position accounts for 0.59% of the portfolio, ranked #39.
Brown Advisory first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $394M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Brown Advisory held 1,220,005 shares of JPMorgan Chase worth $359M as of Q1 2026.
- Brown Advisory sold 2,786 JPMorgan Chase shares in Q1 2026, an estimated $846K.
- JPMorgan Chase made up 0.59% of Brown Advisory's portfolio in Q1 2026, its #39 holding.
- Brown Advisory first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Brown Advisory's JPMorgan Chase position peaked at $394M in Q4 2025.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.