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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Brown Wealth Management's JPM Position: Q2 2026 in Review

Brown Wealth Management increased its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, buying an estimated $48.1K and bringing the position to 5,007 shares worth $1.64M. The position accounts for 0.37% of the portfolio, ranked #43.

Brown Wealth Management first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brown Wealth Management held 5,007 shares of JPMorgan Chase worth $1.64M as of Q2 2026.
  • Brown Wealth Management bought 155 JPMorgan Chase shares in Q2 2026, an estimated $48.1K.
  • JPMorgan Chase made up 0.37% of Brown Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Brown Wealth Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • 1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.