JP Morgan Chase
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JP Morgan Chase’s Brookfield Asset Management BAM Stock Holding History

JP Morgan Chase’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$65M Sell
1,445,376
-154,442
-10% -$7.54M ﹤0.01% 1289
2026
Q2 		$70.4M Buy
1,599,818
+47,754
+3% +$2.25M ﹤0.01% 1239
2026
Q1 		$67M Buy
1,552,064
+72,026
+5% +$3.52M ﹤0.01% 1209
2025
Q4 		$77.5M Sell
1,480,038
-125,861
-8% -$6.77M ﹤0.01% 1078
2025
Q3 		$91.4M Sell
1,605,899
-67,247
-4% -$4M 0.01% 1043
2025
Q2 		$92.5M Buy
1,673,146
+79,124
+5% +$4.25M 0.01% 966
2025
Q1 		$77.2M Buy
1,594,022
+43,939
+3% +$2.4M 0.01% 1073
2024
Q4 		$84M Buy
1,550,083
+30,892
+2% +$1.67M 0.01% 1027
2024
Q3 		$71.8M Sell
1,519,191
-161,873
-10% -$6.78M 0.01% 1118
2024
Q2 		$64M Buy
1,681,064
+184,116
+12% +$7.24M 0.01% 1129
2024
Q1 		$62.9M Buy
1,496,948
+34,908
+2% +$1.41M 0.01% 1161
2023
Q4 		$58.7M Buy
1,462,040
+65,278
+5% +$2.21M 0.01% 1130
2023
Q3 		$46.6M Sell
1,396,762
-1,198
-0.1% -$40.4K 0.01% 1150
2023
Q2 		$45.6M Buy
1,397,960
+1,151,593
+467% +$37M 0.01% 1165
2023
Q1 		$8.06M Buy
246,367
+78,721
+47% +$2.56M ﹤0.01% 2465
2022
Q4 		$4.81M Buy
+167,646
New +$5.04M ﹤0.01% 2855

Other funds holding BAM

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

JP Morgan Chase's BAM Position: Q3 2026 in Review

JP Morgan Chase reduced its Brookfield Asset Management (BAM) stake by 9.7% in Q3 2026, selling an estimated $7.54M and leaving 1,445,376 shares worth $65M. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

JP Morgan Chase first reported a position in BAM in Q4 2022 and has held it in 16 quarters since. The position peaked at $92.5M in Q2 2025. 522 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • JP Morgan Chase held 1,445,376 shares of Brookfield Asset Management worth $65M as of Q3 2026.
  • JP Morgan Chase sold 154,442 Brookfield Asset Management shares in Q3 2026, an estimated $7.54M.
  • Brookfield Asset Management made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #1289 holding.
  • JP Morgan Chase first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 16 quarters since.
  • JP Morgan Chase's Brookfield Asset Management position peaked at $92.5M in Q2 2025.
  • 522 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.