JP Morgan Chase
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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 – 7552
2025
Q4 		$1.22M Buy
+20,000
New +$1.14M ﹤0.01% 4464
2023
Q4 		– Sell
-290,000
Closed -$6.74M – 7536
2023
Q3 		$6.74M Buy
+290,000
New +$8.26M ﹤0.01% 2606
2022
Q4 		– Sell
-100
Closed -$3K – 6561
2022
Q3 		$3K Hold
100
– – ﹤0.01% 6181
2022
Q2 		$3K Hold
100
– – ﹤0.01% 6237
2022
Q1 		$6K Buy
+100
New +$5.1K ﹤0.01% 6281

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase reduced its Dutch Bros (BROS) stake by 19% in Q2 2026, selling an estimated $3.3M and leaving 253,036 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

JP Morgan Chase first reported a position in BROS in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.6M in Q4 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • JP Morgan Chase held 253,036 shares of Dutch Bros worth $18.6M as of Q2 2026.
  • JP Morgan Chase sold 57,468 Dutch Bros shares in Q2 2026, an estimated $3.3M.
  • Dutch Bros made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2282 holding.
  • JP Morgan Chase first reported a position in Dutch Bros in Q4 2021 and has held it in 19 quarters since.
  • JP Morgan Chase's Dutch Bros position peaked at $33.6M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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