JP Morgan Chase
BNT

JP Morgan Chase’s Brookfield Wealth Solutions BNT Stock Holding History

JP Morgan Chase’s Portfolio BNT Stock Details BNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$245K Buy
6,093
+4,906
+413% +$221K ﹤0.01% 5387
2025
Q4 		$54.5K Sell
1,187
-400
-25% -$18.2K ﹤0.01% 6194
2025
Q3 		$72.5K Sell
1,587
-236
-13% -$10.5K ﹤0.01% 6078
2025
Q2 		$75.1K Buy
1,823
+1,686
+1,231% +$62.4K ﹤0.01% 5736
2025
Q1 		$4.75K Sell
137
-3
-2% -$113 ﹤0.01% 6442
2024
Q4 		$5.34K Sell
140
-5,989
-98% -$226K ﹤0.01% 6501
2024
Q3 		$216K Sell
6,129
-1,466
-19% -$46.2K ﹤0.01% 5373
2024
Q2 		$211K Buy
7,595
+4,338
+133% +$121K ﹤0.01% 5143
2024
Q1 		$90.7K Sell
3,257
-244
-7% -$6.57K ﹤0.01% 5711
2023
Q4 		$94.2K Buy
3,501
+126
+4% +$2.86K ﹤0.01% 5763
2023
Q3 		$70.8K Sell
3,375
-1,097
-25% -$24.9K ﹤0.01% 5675
2023
Q2 		$101K Buy
4,472
+24
+0.5% +$513 ﹤0.01% 5459
2023
Q1 		$98K Buy
4,448
+521
+13% +$11.8K ﹤0.01% 5441
2022
Q4 		$82K Buy
3,927
+1,951
+99% +$51.9K ﹤0.01% 5430
2022
Q3 		$53K Buy
1,976
+1,725
+687% +$55.3K ﹤0.01% 5533
2022
Q2 		$8K Sell
251
-4,702
-95% -$156K ﹤0.01% 6085
2022
Q1 		$189K Buy
4,953
+2,964
+149% +$112K ﹤0.01% 5223
2021
Q4 		$83K Sell
1,989
-89
-4% -$3.58K ﹤0.01% 5762
2021
Q3 		$77K Sell
2,078
-59,934
-97% -$2.26M ﹤0.01% 5693
2021
Q2 		$2.15M Buy
+62,012
New +$2.36M ﹤0.01% 3746

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

JP Morgan Chase increased its Brookfield Wealth Solutions (BNT) stake by 413% in Q1 2026, buying an estimated $221K and bringing the position to 6,093 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #5387.

JP Morgan Chase first reported a position in BNT in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.15M in Q2 2021. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • JP Morgan Chase held 6,093 shares of Brookfield Wealth Solutions worth $245K as of Q1 2026.
  • JP Morgan Chase bought 4,906 Brookfield Wealth Solutions shares in Q1 2026, an estimated $221K.
  • Brookfield Wealth Solutions made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5387 holding.
  • JP Morgan Chase first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 20 quarters since.
  • JP Morgan Chase's Brookfield Wealth Solutions position peaked at $2.15M in Q2 2021.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

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