JP Morgan Chase
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JP Morgan Chase’s Brookstone Dividend Stock ETF BAMD Stock Holding History

JP Morgan Chase’s Portfolio BAMD Stock Details BAMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.3K Buy
+851
New +$26.7K ﹤0.01% 6450
2025
Q4 		– Sell
-2,069
Closed -$64.9K – 7423
2025
Q3 		$64.9K Buy
+2,069
New +$64.6K ﹤0.01% 6128

Other funds holding BAMD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

JP Morgan Chase's BAMD Position: Q1 2026 in Review

JP Morgan Chase opened a new position in Brookstone Dividend Stock ETF (BAMD) in Q1 2026: 851 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #6450 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in BAMD as recently as Q3 2025.

JP Morgan Chase first reported a position in BAMD in Q3 2025 and has held it in 2 quarters since. The position peaked at $64.9K in Q3 2025. 14 funds tracked by Wall St. Rank hold BAMD as of Q1 2026.

  • JP Morgan Chase held 851 shares of Brookstone Dividend Stock ETF worth $26.3K as of Q1 2026.
  • Brookstone Dividend Stock ETF was a new JP Morgan Chase position in Q1 2026.
  • Brookstone Dividend Stock ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6450 holding.
  • JP Morgan Chase first reported a position in Brookstone Dividend Stock ETF in Q3 2025 and has held it in 2 quarters since.
  • JP Morgan Chase's Brookstone Dividend Stock ETF position peaked at $64.9K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.