JP Morgan Chase
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JP Morgan Chase’s Blue Ridge Bankshares BRBS Stock Holding History

JP Morgan Chase’s Portfolio BRBS Stock Details BRBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$114K Sell
28,248
-25,796
-48% -$108K ﹤0.01% 5762
2025
Q4 		$231K Sell
54,044
-7,747
-13% -$33.6K ﹤0.01% 5469
2025
Q3 		$261K Sell
61,791
-26,452
-30% -$102K ﹤0.01% 5372
2025
Q2 		$317K Buy
88,243
+35,297
+67% +$119K ﹤0.01% 5006
2025
Q1 		$173K Sell
52,946
-23,205
-30% -$79.3K ﹤0.01% 5306
2024
Q4 		$245K Buy
76,151
+75,709
+17,129% +$238K ﹤0.01% 5386
2024
Q3 		$1.24K Hold
442
– – ﹤0.01% 6695
2024
Q2 		$1.15K Sell
442
-7,200
-94% -$20.1K ﹤0.01% 6594
2024
Q1 		$20.6K Sell
7,642
-3,785
-33% -$10.3K ﹤0.01% 6220
2023
Q4 		$34.6K Hold
11,427
– – ﹤0.01% 6116
2023
Q3 		$51.6K Sell
11,427
-2,927
-20% -$23K ﹤0.01% 5797
2023
Q2 		$127K Buy
14,354
+1,301
+10% +$11.8K ﹤0.01% 5351
2023
Q1 		$133K Buy
13,053
+2,762
+27% +$32.8K ﹤0.01% 5295
2022
Q4 		$128K Buy
10,291
+976
+10% +$12.6K ﹤0.01% 5244
2022
Q3 		$118K Buy
9,315
+214
+2% +$3.1K ﹤0.01% 5212
2022
Q2 		$139K Buy
9,101
+965
+12% +$14.3K ﹤0.01% 5248
2022
Q1 		$123K Sell
8,136
-3,125
-28% -$52.3K ﹤0.01% 5409
2021
Q4 		$202K Buy
11,261
+4,589
+69% +$83.3K ﹤0.01% 5347
2021
Q3 		$117K Sell
6,672
-2,195
-25% -$38.3K ﹤0.01% 5490
2021
Q2 		$156K Buy
+8,867
New +$146K ﹤0.01% 5359
2020
Q4 		– Sell
-5
Closed – – 5641
2020
Q3 		$0 Buy
5
+2
+67% +$19 ﹤0.01% 5487
2020
Q2 		$0 Buy
+3
New +$31 ﹤0.01% 5382

Other funds holding BRBS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase reduced its Blue Ridge Bankshares (BRBS) stake by 48% in Q1 2026, selling an estimated $108K and leaving 28,248 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #5762.

JP Morgan Chase first reported a position in BRBS in Q2 2020 and has held it in 22 quarters since. The position peaked at $317K in Q2 2025. 107 funds tracked by Wall St. Rank hold BRBS as of Q1 2026.

  • JP Morgan Chase held 28,248 shares of Blue Ridge Bankshares worth $114K as of Q1 2026.
  • JP Morgan Chase sold 25,796 Blue Ridge Bankshares shares in Q1 2026, an estimated $108K.
  • Blue Ridge Bankshares made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5762 holding.
  • JP Morgan Chase first reported a position in Blue Ridge Bankshares in Q2 2020 and has held it in 22 quarters since.
  • JP Morgan Chase's Blue Ridge Bankshares position peaked at $317K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q1 2026.

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