Brown Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Brown Financial Advisors’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	$2.95M	Buy	9,025 +49	+0.5%	+$15.2K	1.03%	25
2026 Q1	$2.64M	Sell	8,976 -452	-5%	-$137K	1%	27
2025 Q4	$3.04M	Sell	9,428 -162	-2%	-$50.2K	1.11%	24
2025 Q3	$3.02M	Sell	9,590 -72	-0.7%	-$21.4K	1.12%	25
2025 Q2	$2.8M	Sell	9,662 -260	-3%	-$66.3K	1.09%	28
2025 Q1	$2.43M	Buy	9,922 +881	+10%	+$225K	1%	35
2024 Q4	$2.17M	Sell	9,041 -166	-2%	-$38.7K	0.87%	35
2024 Q3	$1.94M	Sell	9,207 -1,693	-16%	-$357K	0.8%	38
2024 Q2	$2.2M	Buy	+10,900	New	+$2.13M	0.99%	29

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brown Financial Advisors's JPM Position: Q2 2026 in Review

Brown Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.55% in Q2 2026, buying an estimated $15.2K and bringing the position to 9,025 shares worth $2.95M. The position accounts for 1.03% of the portfolio, ranked #25.

Brown Financial Advisors first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.04M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Brown Financial Advisors held 9,025 shares of JPMorgan Chase worth $2.95M as of Q2 2026.
Brown Financial Advisors bought 49 JPMorgan Chase shares in Q2 2026, an estimated $15.2K.
JPMorgan Chase made up 1.03% of Brown Financial Advisors's portfolio in Q2 2026, its #25 holding.
Brown Financial Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's JPMorgan Chase position peaked at $3.04M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.