BMCM
JPM icon

Bryn Mawr Capital Management’s JPMorgan Chase JPM Stock Holding History

Bryn Mawr Capital 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 		$43.6M Buy
133,139
+691
+0.5% +$215K 1.9% 8
2026
Q1 		$39M Sell
132,448
-4,863
-4% -$1.48M 1.89% 8
2025
Q4 		$44.2M Buy
137,311
+1,703
+1% +$527K 2.13% 8
2025
Q3 		$42.8M Buy
135,608
+1,606
+1% +$478K 2.12% 8
2025
Q2 		$38.8M Buy
134,002
+3,123
+2% +$797K 2.13% 7
2025
Q1 		$32.1M Sell
130,879
-11,081
-8% -$2.83M 1.93% 8
2024
Q4 		$34M Sell
141,960
-5,231
-4% -$1.22M 1.83% 8
2024
Q3 		$31M Sell
147,191
-1,569
-1% -$330K 1.68% 10
2024
Q2 		$30.1M Sell
148,760
-409
-0.3% -$80K 1.66% 10
2024
Q1 		$29.9M Buy
149,169
+925
+0.6% +$167K 1.7% 9
2023
Q4 		$25.2M Sell
148,244
-13,718
-8% -$2.08M 1.57% 10
2023
Q3 		$23.5M Buy
161,962
+52,129
+47% +$7.81M 1.54% 12
2023
Q2 		$16M Sell
109,833
-15,461
-12% -$2.13M 1.5% 11
2023
Q1 		$16.3M Sell
125,294
-1,779
-1% -$244K 1.7% 10
2022
Q4 		$17M Buy
127,073
+122,730
+2,826% +$15.6M 1.84% 8
2022
Q3 		$454K Sell
4,343
-48
-1% -$5.51K 0.16% 93
2022
Q2 		$494K Buy
4,391
+170
+4% +$21.1K 0.16% 97
2022
Q1 		$575K Buy
4,221
+1,749
+71% +$258K 0.16% 96
2021
Q4 		$391K Buy
2,472
+30
+1% +$4.93K 0.15% 71
2021
Q3 		$400K Buy
2,442
+1
+0% +$157 0.18% 66
2021
Q2 		$380K Buy
2,441
+150
+7% +$23.6K 0.17% 65
2021
Q1 		$349K Buy
2,291
+276
+14% +$39.7K 0.17% 65
2020
Q4 		$256K Buy
+2,015
New +$225K 0.13% 81
2020
Q1 		– Sell
-1,578
Closed -$220K – 85
2019
Q4 		$220K Buy
+1,578
New +$202K 0.16% 80
2017
Q2 		– Sell
-2,414
Closed -$212K – 80
2017
Q1 		$212K Buy
2,414
+47
+2% +$4.15K 0.22% 72
2016
Q4 		$204K Buy
+2,367
New +$180K 0.21% 73

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bryn Mawr Capital Management's JPM Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its JPMorgan Chase (JPM) stake by 0.52% in Q2 2026, buying an estimated $215K and bringing the position to 133,139 shares worth $43.6M. The position accounts for 1.9% of the portfolio, ranked #8.

Bryn Mawr Capital Management first reported a position in JPM in Q4 2016 and has held it in 26 quarters since. The position peaked at $44.2M in Q4 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bryn Mawr Capital Management held 133,139 shares of JPMorgan Chase worth $43.6M as of Q2 2026.
  • Bryn Mawr Capital Management bought 691 JPMorgan Chase shares in Q2 2026, an estimated $215K.
  • JPMorgan Chase made up 1.9% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #8 holding.
  • Bryn Mawr Capital Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 26 quarters since.
  • Bryn Mawr Capital Management's JPMorgan Chase position peaked at $44.2M in Q4 2025.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.