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	–	Sell	-20,000	Closed	-$1.22M	–	7551
2025 Q4	$1.22M	Buy	+20,000	New	+$1.14M	﹤0.01%	4463
2025 Q2	–	Sell	-250,000	Closed	-$15.4M	–	7100
2025 Q1	$15.4M	Buy	+250,000	New	+$16.5M	﹤0.01%	2145
2024 Q2	–	Sell	-49,000	Closed	-$1.62M	–	7362
2024 Q1	$1.62M	Buy	+49,000	New	+$1.45M	﹤0.01%	4013
2022 Q4	–	Sell	-900	Closed	-$28K	–	6560
2022 Q3	$28K	Hold	900	–	–	﹤0.01%	5709
2022 Q2	$28K	Hold	900	–	–	﹤0.01%	5812
2022 Q1	$50K	Buy	+900	New	+$45.9K	﹤0.01%	5795

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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.