BF
JPM icon

Brucke Financial’s JPMorgan Chase JPM Stock Holding History

Brucke Financial’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 		$1.75M Sell
5,357
-18
-0.3% -$5.59K 0.78% 26
2026
Q1 		$1.58M Sell
5,375
-312
-5% -$94.7K 0.8% 24
2025
Q4 		$1.83M Sell
5,687
-191
-3% -$59.1K 1% 21
2025
Q3 		$1.83M Sell
5,878
-1,495
-20% -$445K 1.07% 20
2025
Q2 		$2.14M Sell
7,373
-277
-4% -$70.7K 1.49% 18
2025
Q1 		$1.87M Buy
7,650
+492
+7% +$125K 1.62% 18
2024
Q4 		$1.91M Buy
+7,158
New +$1.67M 1.64% 17

Other funds holding JPM

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Brucke Financial's JPM Position: Q2 2026 in Review

Brucke Financial reduced its JPMorgan Chase (JPM) stake by 0.33% in Q2 2026, selling an estimated $5.59K and leaving 5,357 shares worth $1.75M. The position accounts for 0.78% of the portfolio, ranked #26.

Brucke Financial first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.14M in Q2 2025. 2,186 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brucke Financial held 5,357 shares of JPMorgan Chase worth $1.75M as of Q2 2026.
  • Brucke Financial sold 18 JPMorgan Chase shares in Q2 2026, an estimated $5.59K.
  • JPMorgan Chase made up 0.78% of Brucke Financial's portfolio in Q2 2026, its #26 holding.
  • Brucke Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Brucke Financial's JPMorgan Chase position peaked at $2.14M in Q2 2025.
  • 2,186 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.