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 		– 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

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.