JP Morgan Chase
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JP Morgan Chase’s Brookfield BN Stock Holding History

JP Morgan Chase’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37,500
Closed -$1.44M – 7349
2024
Q4 		$1.44M Buy
+37,500
New +$1.41M ﹤0.01% 4377
2020
Q1 		– Sell
-84,082
Closed -$1.73M – 5310
2019
Q4 		$1.73M Buy
+84,082
New +$1.68M ﹤0.01% 3479

Other funds holding BN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

JP Morgan Chase increased its Brookfield (BN) stake by 0.89% in Q2 2026, buying an estimated $3.61M and bringing the position to 9,100,060 shares worth $383M. The position accounts for 0.02% of the portfolio, ranked #527.

JP Morgan Chase first reported a position in BN in Q2 2013 and has held it in 53 quarters since. The position peaked at $451M in Q3 2025. 663 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • JP Morgan Chase held 9,100,060 shares of Brookfield worth $383M as of Q2 2026.
  • JP Morgan Chase bought 80,645 Brookfield shares in Q2 2026, an estimated $3.61M.
  • Brookfield made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #527 holding.
  • JP Morgan Chase first reported a position in Brookfield in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Brookfield position peaked at $451M in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

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