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
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

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase's BAM Position: Q2 2026 in Review

JP Morgan Chase increased its Brookfield Asset Management (BAM) stake by 3.1% in Q2 2026, buying an estimated $2.25M and bringing the position to 1,599,818 shares worth $70.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

JP Morgan Chase first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $92.5M in Q2 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • JP Morgan Chase held 1,599,818 shares of Brookfield Asset Management worth $70.4M as of Q2 2026.
  • JP Morgan Chase bought 47,754 Brookfield Asset Management shares in Q2 2026, an estimated $2.25M.
  • Brookfield Asset Management made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1239 holding.
  • JP Morgan Chase first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's Brookfield Asset Management position peaked at $92.5M in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.