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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brown Financial Advisors's JPM Position: Q1 2026 in Review

Brown Financial Advisors reduced its JPMorgan Chase (JPM) stake by 4.8% in Q1 2026, selling an estimated $137K and leaving 8,976 shares worth $2.64M. The position accounts for 1% of the portfolio, ranked #27.

Brown Financial Advisors first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.04M in Q4 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Brown Financial Advisors held 8,976 shares of JPMorgan Chase worth $2.64M as of Q1 2026.
Brown Financial Advisors sold 452 JPMorgan Chase shares in Q1 2026, an estimated $137K.
JPMorgan Chase made up 1% of Brown Financial Advisors's portfolio in Q1 2026, its #27 holding.
Brown Financial Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's JPMorgan Chase position peaked at $3.04M in Q4 2025.
5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.