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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bryn Mawr Capital Management's JPM Position: Q1 2026 in Review

Bryn Mawr Capital Management reduced its JPMorgan Chase (JPM) stake by 3.5% in Q1 2026, selling an estimated $1.48M and leaving 132,448 shares worth $39M. The position accounts for 1.89% of the portfolio, ranked #8.

Bryn Mawr Capital Management first reported a position in JPM in Q4 2016 and has held it in 25 quarters since. The position peaked at $44.2M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bryn Mawr Capital Management held 132,448 shares of JPMorgan Chase worth $39M as of Q1 2026.
  • Bryn Mawr Capital Management sold 4,863 JPMorgan Chase shares in Q1 2026, an estimated $1.48M.
  • JPMorgan Chase made up 1.89% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #8 holding.
  • Bryn Mawr Capital Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 25 quarters since.
  • Bryn Mawr Capital Management's JPMorgan Chase position peaked at $44.2M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.