JMBA
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J. M. Brown & Associates’s JPMorgan Chase JPM Stock Holding History

J. M. Brown & Associates’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 		$234K Buy
+714
New +$222K 0.13% 152

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J. M. Brown & Associates's JPM Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in JPMorgan Chase (JPM) in Q2 2026: 714 shares worth $234K. The stake represents 0.13% of the portfolio and ranks #152 among its holdings.

4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • J. M. Brown & Associates held 714 shares of JPMorgan Chase worth $234K as of Q2 2026.
  • JPMorgan Chase was a new J. M. Brown & Associates position in Q2 2026.
  • JPMorgan Chase made up 0.13% of J. M. Brown & Associates's portfolio in Q2 2026, its #152 holding.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.