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Brown Shipley & Co’s JPMorgan Chase JPM Stock Holding History

Brown Shipley & Co’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 		$10.3M Buy
31,601
+524
+2% +$163K 5.36% 5
2026
Q1 		$9.14M Buy
31,077
+258
+0.8% +$78.3K 5.49% 5
2025
Q4 		$9.93M Sell
30,819
-1,318
-4% -$408K 5.31% 6
2025
Q3 		$10.1M Sell
32,137
-5,205
-14% -$1.55M 5.35% 6
2025
Q2 		$10.8M Sell
37,342
-4,087
-10% -$1.04M 5.96% 5
2025
Q1 		$10.2M Sell
41,429
-5,944
-13% -$1.52M 5.75% 5
2024
Q4 		$11.4M Sell
47,373
-3,205
-6% -$746K 5.64% 5
2024
Q3 		$10.7M Sell
50,578
-4,919
-9% -$1.04M 5.24% 4
2024
Q2 		$11.2M Sell
55,497
-5,016
-8% -$981K 5.05% 4
2024
Q1 		$12M Buy
60,513
+5,716
+10% +$1.03M 3.78% 7
2023
Q4 		$9.32M Sell
54,797
-130
-0.2% -$19.7K 4.62% 5
2023
Q3 		$7.97M Buy
54,927
+5,025
+10% +$753K 4.39% 6
2023
Q2 		$7.26M Buy
49,902
+3,017
+6% +$415K 2.97% 9
2023
Q1 		$6.11M Buy
+46,885
New +$6.42M 3.94% 9

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Brown Shipley & Co's JPM Position: Q2 2026 in Review

Brown Shipley & Co increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $163K and bringing the position to 31,601 shares worth $10.3M. The position accounts for 5.36% of the portfolio, ranked #5.

Brown Shipley & Co first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $12M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brown Shipley & Co held 31,601 shares of JPMorgan Chase worth $10.3M as of Q2 2026.
  • Brown Shipley & Co bought 524 JPMorgan Chase shares in Q2 2026, an estimated $163K.
  • JPMorgan Chase made up 5.36% of Brown Shipley & Co's portfolio in Q2 2026, its #5 holding.
  • Brown Shipley & Co first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • Brown Shipley & Co's JPMorgan Chase position peaked at $12M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.