JP Morgan Chase
BROS icon

JP Morgan Chase’s Dutch Bros BROS Stock Holding History

JP Morgan Chase’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9M Sell
310,504
-237,536
-43% -$13M ﹤0.01% 2333
2025
Q4 		$33.6M Buy
548,040
+343,335
+168% +$19.5M ﹤0.01% 1637
2025
Q3 		$10.7M Buy
204,705
+49,194
+32% +$3.11M ﹤0.01% 2652
2025
Q2 		$10.6M Buy
155,511
+50,492
+48% +$3.29M ﹤0.01% 2502
2025
Q1 		$6.48M Sell
105,019
-16,782
-14% -$1.11M ﹤0.01% 2939
2024
Q4 		$6.38M Sell
121,801
-246,952
-67% -$10.9M ﹤0.01% 3127
2024
Q3 		$11.8M Sell
368,753
-201,503
-35% -$7.1M ﹤0.01% 2466
2024
Q2 		$23.6M Buy
570,256
+414,791
+267% +$14.3M ﹤0.01% 1734
2024
Q1 		$5.13M Buy
155,465
+118,201
+317% +$3.49M ﹤0.01% 3089
2023
Q4 		$1.18M Buy
37,264
+7,695
+26% +$210K ﹤0.01% 4220
2023
Q3 		$687K Buy
29,569
+11,037
+60% +$314K ﹤0.01% 4305
2023
Q2 		$527K Buy
18,532
+3,512
+23% +$104K ﹤0.01% 4456
2023
Q1 		$475K Buy
15,020
+1,803
+14% +$61K ﹤0.01% 4534
2022
Q4 		$373K Buy
13,217
+3,475
+36% +$115K ﹤0.01% 4699
2022
Q3 		$303K Sell
9,742
-675
-6% -$25.4K ﹤0.01% 4746
2022
Q2 		$330K Buy
10,417
+1,499
+17% +$61.4K ﹤0.01% 4792
2022
Q1 		$493K Buy
8,918
+2,875
+48% +$147K ﹤0.01% 4700
2021
Q4 		$308K Buy
+6,043
New +$335K ﹤0.01% 5118

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

JP Morgan Chase reduced its Dutch Bros (BROS) stake by 43% in Q1 2026, selling an estimated $13M and leaving 310,504 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

JP Morgan Chase first reported a position in BROS in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.6M in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • JP Morgan Chase held 310,504 shares of Dutch Bros worth $14.9M as of Q1 2026.
  • JP Morgan Chase sold 237,536 Dutch Bros shares in Q1 2026, an estimated $13M.
  • Dutch Bros made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2333 holding.
  • JP Morgan Chase first reported a position in Dutch Bros in Q4 2021 and has held it in 18 quarters since.
  • JP Morgan Chase's Dutch Bros position peaked at $33.6M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

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