JP Morgan Chase
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JP Morgan Chase’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

JP Morgan Chase’s Portfolio BASG Stock Details BASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,500
Closed -$143K – 8212
2026
Q1 		$143K Buy
+6,500
New +$157K ﹤0.01% 5645

Other funds holding BASG

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return

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

JP Morgan Chase sold out of Brown Advisory Sustainable Growth ETF (BASG) in Q2 2026, closing a stake of 6,500 shares — an estimated $143K sold.

JP Morgan Chase first reported a position in BASG in Q1 2026 and held it in 1 quarter. The position peaked at $143K in Q1 2026. 15 funds tracked by Wall St. Rank hold BASG as of Q2 2026.

  • JP Morgan Chase reported no remaining Brown Advisory Sustainable Growth ETF position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 6,500 Brown Advisory Sustainable Growth ETF shares in Q2 2026, an estimated $143K.
  • JP Morgan Chase first reported a position in Brown Advisory Sustainable Growth ETF in Q1 2026 and held it in 1 quarter.
  • JP Morgan Chase's Brown Advisory Sustainable Growth ETF position peaked at $143K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q2 2026.

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