Brueske Advisory Services’s JPMorgan Chase JPM Stock Holding History

Brueske Advisory Services’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
2025 Q4	–	Sell	-1,093	Closed	-$345K	–	34
2025 Q3	$345K	Buy	1,093 +42	+4%	+$12.5K	0.19%	50
2025 Q2	$305K	Buy	1,051 +11	+1%	+$2.81K	0.21%	49
2025 Q1	$255K	Sell	1,040 -3	-0.3%	-$765	0.24%	46
2024 Q4	$250K	Buy	+1,043	New	+$243K	0.22%	48

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brueske Advisory Services's JPM Position: Q4 2025 in Review

Brueske Advisory Services sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 1,093 shares — an estimated $345K sold.

Brueske Advisory Services first reported a position in JPM in Q4 2024 and held it in 4 quarters. The position peaked at $345K in Q3 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Brueske Advisory Services reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Brueske Advisory Services sold 1,093 JPMorgan Chase shares in Q4 2025, an estimated $345K.
Brueske Advisory Services first reported a position in JPMorgan Chase in Q4 2024 and held it in 4 quarters.
Brueske Advisory Services's JPMorgan Chase position peaked at $345K in Q3 2025.
5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Brueske Advisory Services's 13F filing for Q4 2025.