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Fulton Breakefield Broenniman’s JPMorgan Chase JPM Stock Holding History

Fulton Breakefield Broenniman’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 		$17.3M Buy
58,942
+220
+0.4% +$66.8K 1.13% 26
2025
Q4 		$18.9M Buy
58,722
+69
+0.1% +$21.4K 1.19% 23
2025
Q3 		$18.5M Buy
58,653
+3,265
+6% +$971K 1.19% 24
2025
Q2 		$16.1M Buy
55,388
+1,752
+3% +$447K 1.09% 28
2025
Q1 		$13.2M Buy
53,636
+36,387
+211% +$9.28M 0.95% 37
2024
Q4 		$4.13M Buy
17,249
+1,035
+6% +$241K 0.3% 62
2024
Q3 		$3.42M Buy
16,214
+9,525
+142% +$2.01M 0.24% 67
2024
Q2 		$1.35M Sell
6,689
-130
-2% -$25.4K 0.1% 84
2024
Q1 		$1.37M Sell
6,819
-21
-0.3% -$3.79K 0.11% 78
2023
Q4 		$1.16M Sell
6,840
-977
-12% -$148K 0.09% 83
2023
Q3 		$1.13M Buy
7,817
+210
+3% +$31.5K 0.1% 84
2023
Q2 		$1.11M Buy
7,607
+61
+0.8% +$8.39K 0.09% 87
2023
Q1 		$983K Sell
7,546
-407
-5% -$55.8K 0.08% 92
2022
Q4 		$1.07M Buy
7,953
+2,740
+53% +$347K 0.09% 91
2022
Q3 		$545K Buy
5,213
+100
+2% +$11.5K 0.05% 101
2022
Q2 		$576K Buy
5,113
+154
+3% +$19.1K 0.05% 108
2022
Q1 		$676K Buy
4,959
+1,164
+31% +$172K 0.06% 96
2021
Q4 		$601K Buy
3,795
+61
+2% +$10K 0.04% 112
2021
Q3 		$611K Sell
3,734
-68
-2% -$10.7K 0.05% 101
2021
Q2 		$591K Sell
3,802
-150
-4% -$23.6K 0.05% 104
2021
Q1 		$602K Buy
3,952
+945
+31% +$136K 0.06% 96
2020
Q4 		$382K Sell
3,007
-503
-14% -$56.2K 0.05% 102
2020
Q3 		$338K Sell
3,510
-323
-8% -$31.7K 0.04% 140
2020
Q2 		$361K Sell
3,833
-107,563
-97% -$10.2M 0.04% 127
2020
Q1 		$10M Buy
111,396
+921
+0.8% +$112K 1.5% 30
2019
Q4 		$15.4M Buy
110,475
+965
+0.9% +$124K 1.8% 18
2019
Q3 		$12.9M Buy
109,510
+1,212
+1% +$137K 1.64% 21
2019
Q2 		$12.1M Buy
108,298
+2,426
+2% +$267K 1.91% 23
2019
Q1 		$10.7M Buy
105,872
+2,725
+3% +$281K 1.74% 24
2018
Q4 		$10.1M Sell
103,147
-3,409
-3% -$363K 1.78% 20
2018
Q3 		$12M Buy
106,556
+787
+0.7% +$89.3K 1.87% 16
2018
Q2 		$11M Buy
105,769
+4,386
+4% +$481K 1.76% 18
2018
Q1 		$11.1M Buy
101,383
+132
+0.1% +$14.9K 1.93% 15
2017
Q4 		$10.8M Buy
101,251
+82,041
+427% +$8.31M 1.82% 18
2017
Q3 		$1.83M Sell
19,210
-945
-5% -$87.1K 0.32% 72
2017
Q2 		$1.84M Sell
20,155
-1,522
-7% -$131K 0.33% 73
2017
Q1 		$1.9M Sell
21,677
-958
-4% -$84.5K 0.35% 73
2016
Q4 		$1.95M Buy
22,635
+986
+5% +$75.2K 0.39% 69
2016
Q3 		$1.44M Sell
21,649
-87
-0.4% -$5.67K 0.29% 83
2016
Q2 		$1.35M Sell
21,736
-50
-0.2% -$3.12K 0.28% 84
2016
Q1 		$1.29M Buy
21,786
+869
+4% +$50.8K 0.28% 82
2015
Q4 		$1.38M Buy
20,917
+1,461
+8% +$95.1K 0.31% 82
2015
Q3 		$1.19M Sell
19,456
-3,028
-13% -$198K 0.28% 87
2015
Q2 		$1.52M Sell
22,484
-558
-2% -$36.4K 0.33% 81
2015
Q1 		$1.4M Sell
23,042
-350
-1% -$20.7K 0.31% 85
2014
Q4 		$1.46M Sell
23,392
-494
-2% -$29.7K 0.32% 86
2014
Q3 		$1.44M Buy
23,886
+106
+0.4% +$6.2K 0.34% 87
2014
Q2 		$1.37M Buy
23,780
+136
+0.6% +$7.65K 0.33% 89
2014
Q1 		$1.44M Sell
23,644
-97
-0.4% -$5.61K 0.37% 81
2013
Q4 		$1.39M Sell
23,741
-817
-3% -$44.8K 0.37% 82
2013
Q3 		$1.27M Buy
24,558
+751
+3% +$40.3K 0.34% 88
2013
Q2 		$1.26M Buy
+23,807
New +$1.21M 0.37% 84

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

Fulton Breakefield Broenniman's JPM Position: Q1 2026 in Review

Fulton Breakefield Broenniman increased its JPMorgan Chase (JPM) stake by 0.37% in Q1 2026, buying an estimated $66.8K and bringing the position to 58,942 shares worth $17.3M. The position accounts for 1.13% of the portfolio, ranked #26.

Fulton Breakefield Broenniman first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.9M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fulton Breakefield Broenniman held 58,942 shares of JPMorgan Chase worth $17.3M as of Q1 2026.
  • Fulton Breakefield Broenniman bought 220 JPMorgan Chase shares in Q1 2026, an estimated $66.8K.
  • JPMorgan Chase made up 1.13% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #26 holding.
  • Fulton Breakefield Broenniman first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Fulton Breakefield Broenniman's JPMorgan Chase position peaked at $18.9M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.