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Brown, Lisle/Cummings’s JPMorgan Chase JPM Stock Holding History

Brown, Lisle/Cummings’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 		$7.29M Sell
24,766
-15
-0.1% -$4.55K 1.82% 9
2025
Q4 		$7.98M Buy
24,781
+2,697
+12% +$835K 1.97% 8
2025
Q3 		$6.97M Buy
22,084
+296
+1% +$88K 1.79% 9
2025
Q2 		$6.32M Buy
21,788
+300
+1% +$76.6K 1.68% 12
2025
Q1 		$5.27M Buy
21,488
+445
+2% +$113K 1.53% 12
2024
Q4 		$5.04M Buy
21,043
+629
+3% +$147K 1.51% 11
2024
Q3 		$4.3M Sell
20,414
-154
-0.7% -$32.4K 1.31% 16
2024
Q2 		$4.16M Sell
20,568
-275
-1% -$53.8K 1.36% 15
2024
Q1 		$4.17M Sell
20,843
-285
-1% -$51.4K 1.42% 15
2023
Q4 		$3.59M Sell
21,128
-499
-2% -$75.6K 1.33% 17
2023
Q3 		$3.14M Sell
21,627
-110
-0.5% -$16.5K 1.42% 18
2023
Q2 		$3.16M Buy
21,737
+6,776
+45% +$932K 1.41% 17
2023
Q1 		$1.95M Buy
14,961
+45
+0.3% +$6.17K 0.99% 24
2022
Q4 		$2M Sell
14,916
-1,291
-8% -$164K 1.07% 23
2022
Q3 		$1.69M Sell
16,207
-45
-0.3% -$5.16K 0.99% 25
2022
Q2 		$1.83M Sell
16,252
-176
-1% -$21.8K 1.01% 25
2022
Q1 		$2.24M Buy
16,428
+300
+2% +$44.3K 1.08% 22
2021
Q4 		$2.55M Buy
+16,128
New +$2.65M 1.28% 18

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brown, Lisle/Cummings's JPM Position: Q1 2026 in Review

Brown, Lisle/Cummings reduced its JPMorgan Chase (JPM) stake by 0.06% in Q1 2026, selling an estimated $4.55K and leaving 24,766 shares worth $7.29M. The position accounts for 1.82% of the portfolio, ranked #9.

Brown, Lisle/Cummings first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.98M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brown, Lisle/Cummings held 24,766 shares of JPMorgan Chase worth $7.29M as of Q1 2026.
  • Brown, Lisle/Cummings sold 15 JPMorgan Chase shares in Q1 2026, an estimated $4.55K.
  • JPMorgan Chase made up 1.82% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #9 holding.
  • Brown, Lisle/Cummings first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Brown, Lisle/Cummings's JPMorgan Chase position peaked at $7.98M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.