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Brown Wealth Management’s JPMorgan Chase JPM Stock Holding History

Brown Wealth Management’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
Q3 		$1.67M Buy
5,038
+31
+0.6% +$10.8K 0.37% 44
2026
Q2 		$1.64M Buy
5,007
+155
+3% +$48.1K 0.37% 43
2026
Q1 		$1.43M Buy
4,852
+1,641
+51% +$498K 0.37% 44
2025
Q4 		$1.03M Buy
3,211
+238
+8% +$73.7K 0.27% 54
2025
Q3 		$938K Buy
2,973
+167
+6% +$49.7K 0.26% 56
2025
Q2 		$813K Buy
2,806
+446
+19% +$114K 0.25% 54
2025
Q1 		$579K Buy
2,360
+55
+2% +$14K 0.2% 55
2024
Q4 		$553K Sell
2,305
-223
-9% -$51.9K 0.2% 49
2024
Q3 		$533K Sell
2,528
-114
-4% -$24K 0.19% 54
2024
Q2 		$534K Buy
2,642
+13
+0.5% +$2.54K 0.22% 53
2024
Q1 		$527K Hold
2,629
– – 0.22% 52
2023
Q4 		$447K Sell
2,629
-32
-1% -$4.85K 0.2% 56
2023
Q3 		$386K Sell
2,661
-835
-24% -$125K 0.18% 58
2023
Q2 		$508K Buy
+3,496
New +$481K 0.26% 56

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Brown Wealth Management's JPM Position: Q3 2026 in Review

Brown Wealth Management increased its JPMorgan Chase (JPM) stake by 0.62% in Q3 2026, buying an estimated $10.8K and bringing the position to 5,038 shares worth $1.67M. The position accounts for 0.37% of the portfolio, ranked #44.

Brown Wealth Management first reported a position in JPM in Q2 2023 and has held it in 14 quarters since. 1,898 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Brown Wealth Management held 5,038 shares of JPMorgan Chase worth $1.67M as of Q3 2026.
  • Brown Wealth Management bought 31 JPMorgan Chase shares in Q3 2026, an estimated $10.8K.
  • JPMorgan Chase made up 0.37% of Brown Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Brown Wealth Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 14 quarters since.
  • 1,898 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.