JP Morgan Chase
BRO icon

JP Morgan Chase’s Brown & Brown BRO Stock Holding History

JP Morgan Chase’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$11.1K – 7406
2025
Q2 		$11.1K Buy
+100
New +$11.2K ﹤0.01% 6294

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

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

JP Morgan Chase reduced its Brown & Brown (BRO) stake by 1.3% in Q2 2026, selling an estimated $2.43M and leaving 3,097,240 shares worth $198M. The position accounts for 0.01% of the portfolio, ranked #758.

JP Morgan Chase first reported a position in BRO in Q2 2013 and has held it in 53 quarters since. The position peaked at $205M in Q1 2026. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • JP Morgan Chase held 3,097,240 shares of Brown & Brown worth $198M as of Q2 2026.
  • JP Morgan Chase sold 39,784 Brown & Brown shares in Q2 2026, an estimated $2.43M.
  • Brown & Brown made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #758 holding.
  • JP Morgan Chase first reported a position in Brown & Brown in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Brown & Brown position peaked at $205M in Q1 2026.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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