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 Q3	$1.89M	Buy	5,698 +341	+6%	+$119K	0.79%	25
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Brucke Financial's JPM Position: Q3 2026 in Review

Brucke Financial increased its JPMorgan Chase (JPM) stake by 6.4% in Q3 2026, buying an estimated $119K and bringing the position to 5,698 shares worth $1.89M. The position accounts for 0.79% of the portfolio, ranked #25.

Brucke Financial first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q2 2025. 2,358 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Brucke Financial held 5,698 shares of JPMorgan Chase worth $1.89M as of Q3 2026.
Brucke Financial bought 341 JPMorgan Chase shares in Q3 2026, an estimated $119K.
JPMorgan Chase made up 0.79% of Brucke Financial's portfolio in Q3 2026, its #25 holding.
Brucke Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Brucke Financial's JPMorgan Chase position peaked at $2.14M in Q2 2025.
2,358 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.