JP Morgan Chase’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$349M Sell
9,019,415
-164,178
-2% -$7.28M 0.02% 502
2025
Q4
$421M Sell
9,183,593
-675,049
-7% -$30.8M 0.03% 440
2025
Q3
$451M Buy
9,858,642
+1,780,258
+22% +$78.9M 0.03% 438
2025
Q2
$333M Sell
8,078,384
-139,167
-2% -$5.16M 0.02% 526
2025
Q1
$287M Buy
8,217,551
+652,914
+9% +$24.7M 0.02% 555
2024
Q4
$290M Buy
7,564,637
+206,567
+3% +$7.78M 0.02% 542
2024
Q3
$261M Sell
7,358,070
-2,549,480
-26% -$80.5M 0.02% 597
2024
Q2
$274M Buy
9,907,550
+1,176,089
+13% +$32.8M 0.02% 532
2024
Q1
$244M Buy
8,731,461
+47,278
+0.5% +$1.27M 0.02% 589
2023
Q4
$232M Sell
8,684,183
-77,422
-0.9% -$1.76M 0.02% 575
2023
Q3
$183M Buy
8,761,605
+410,211
+5% +$9.24M 0.02% 586
2023
Q2
$187M Buy
8,351,394
+39,058
+0.5% +$828K 0.02% 586
2023
Q1
$181M Buy
8,312,336
+312,935
+4% +$7.05M 0.02% 568
2022
Q4
$168M Sell
7,999,401
-2,220,327
-22% -$49.8M 0.02% 573
2022
Q3
$225M Sell
10,219,728
-526,011
-5% -$13.6M 0.03% 457
2022
Q2
$258M Buy
10,745,739
+496,688
+5% +$13.3M 0.04% 429
2022
Q1
$312M Buy
10,249,051
+1,096,064
+12% +$32.8M 0.04% 426
2021
Q4
$298M Sell
9,152,987
-1,123,626
-11% -$35.5M 0.04% 463
2021
Q3
$296M Sell
10,276,613
-851,873
-8% -$24.9M 0.04% 453
2021
Q2
$306M Buy
11,128,486
+547,094
+5% +$14M 0.04% 477
2021
Q1
$252M Buy
10,581,392
+2,860,648
+37% +$63.8M 0.04% 504
2020
Q4
$171M Sell
7,720,744
-226,905
-3% -$4.54M 0.03% 580
2020
Q3
$140M Buy
7,947,649
+609,798
+8% +$10.9M 0.03% 581
2020
Q2
$129M Sell
7,337,851
-55,797
-0.8% -$981K 0.03% 566
2020
Q1
$117M Sell
7,393,648
-37,904
-0.5% -$780K 0.03% 524
2019
Q4
$153M Buy
7,431,552
+214,787
+3% +$4.28M 0.03% 517
2019
Q3
$137M Buy
7,216,765
+273,426
+4% +$4.95M 0.03% 557
2019
Q2
$118M Buy
6,943,339
+2,196,765
+46% +$37.2M 0.03% 620
2019
Q1
$79M Buy
4,746,574
+119,587
+3% +$1.86M 0.02% 743
2018
Q4
$63.3M Buy
4,626,987
+1,057,976
+30% +$15.8M 0.02% 808
2018
Q3
$56.7M Buy
3,569,011
+2,500,026
+234% +$38M 0.01% 950
2018
Q2
$15.5M Sell
1,068,985
-44,810
-4% -$640K ﹤0.01% 1794
2018
Q1
$15.5M Sell
1,113,795
-2,776,995
-71% -$40.2M ﹤0.01% 1702
2017
Q4
$60.4M Buy
3,890,790
+1,235,414
+47% +$18.7M 0.01% 896
2017
Q3
$38.6M Sell
2,655,376
-647,493
-20% -$9.08M 0.01% 1076
2017
Q2
$46.2M Buy
3,302,869
+2,050,905
+164% +$27.6M 0.01% 947
2017
Q1
$16.3M Buy
1,251,964
+12,483
+1% +$158K ﹤0.01% 1596
2016
Q4
$14.6M Sell
1,239,481
-268,723
-18% -$3.28M ﹤0.01% 1672
2016
Q3
$18.9M Sell
1,508,204
-929,265
-38% -$11.4M 0.01% 1409
2016
Q2
$28.8M Sell
2,437,469
-4,133,915
-63% -$49.4M 0.01% 1151
2016
Q1
$80.3M Sell
6,571,384
-2,304,241
-26% -$24.8M 0.02% 608
2015
Q4
$98.3M Sell
8,875,625
-1,184,521
-12% -$13.9M 0.03% 564
2015
Q3
$111M Buy
10,060,146
+388,449
+4% +$4.53M 0.03% 513
2015
Q2
$119M Buy
9,671,697
+353,527
+4% +$4.5M 0.03% 543
2015
Q1
$117M Buy
9,318,170
+298,363
+3% +$3.7M 0.03% 579
2014
Q4
$106M Buy
9,019,807
+1,367,273
+18% +$15.4M 0.03% 616
2014
Q3
$80.5M Buy
7,652,534
+1,085,161
+17% +$11.7M 0.02% 711
2014
Q2
$67.7M Buy
6,567,373
+700,269
+12% +$7.01M 0.02% 711
2014
Q1
$56.1M Buy
5,867,104
+133,989
+2% +$1.22M 0.02% 751
2013
Q4
$52.1M Buy
5,733,115
+2,040,298
+55% +$18.6M 0.02% 787
2013
Q3
$32.3M Buy
3,692,817
+207,640
+6% +$1.77M 0.01% 1034
2013
Q2
$29.4M Buy
+3,485,177
New +$29.8M 0.01% 1019

Other funds holding BN