JP Morgan Chase
BF.B icon

JP Morgan Chase’s Brown-Forman Class B BF.B Stock Holding History

JP Morgan Chase’s Portfolio BF.B Stock Details BF.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,300
Closed -$442K – 6459
2022
Q2 		$442K Buy
+6,300
New +$422K ﹤0.01% 4641

Other funds holding BF.B

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase's BF.B Position: Q2 2026 in Review

JP Morgan Chase reduced its Brown-Forman Class B (BF.B) stake by 57% in Q2 2026, selling an estimated $23.6M and leaving 649,703 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

JP Morgan Chase first reported a position in BF.B in Q2 2013 and has held it in 53 quarters since. The position peaked at $120M in Q2 2013. 480 funds tracked by Wall St. Rank hold BF.B as of Q2 2026.

  • JP Morgan Chase held 649,703 shares of Brown-Forman Class B worth $18.4M as of Q2 2026.
  • JP Morgan Chase sold 877,542 Brown-Forman Class B shares in Q2 2026, an estimated $23.6M.
  • Brown-Forman Class B made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2295 holding.
  • JP Morgan Chase first reported a position in Brown-Forman Class B in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Brown-Forman Class B position peaked at $120M in Q2 2013.
  • 480 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q2 2026.

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