Brown Financial Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Brown Financial Advisory's JPM Position: Q2 2026 in Review
Brown Financial Advisory reduced its JPMorgan Chase (JPM) stake by 30% in Q2 2026, selling an estimated $116K and leaving 859 shares worth $281K. The position accounts for 0.12% of the portfolio, ranked #42.
Brown Financial Advisory first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $393K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Brown Financial Advisory held 859 shares of JPMorgan Chase worth $281K as of Q2 2026.
- Brown Financial Advisory sold 372 JPMorgan Chase shares in Q2 2026, an estimated $116K.
- JPMorgan Chase made up 0.12% of Brown Financial Advisory's portfolio in Q2 2026, its #42 holding.
- Brown Financial Advisory first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
- Brown Financial Advisory's JPMorgan Chase position peaked at $393K in Q4 2025.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.