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Michael Brady & Co’s JPMorgan Chase JPM Stock Holding History

Michael Brady & Co’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
3,692
-200
-5% -$62.1K 1.07% 15
2026
Q1 		$1.14M Sell
3,892
-60
-2% -$18.2K 1.15% 14
2025
Q4 		$1.27M Buy
+3,952
New +$1.22M 1.27% 11

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Michael Brady & Co's JPM Position: Q2 2026 in Review

Michael Brady & Co reduced its JPMorgan Chase (JPM) stake by 5.1% in Q2 2026, selling an estimated $62.1K and leaving 3,692 shares worth $1.21M. The position accounts for 1.07% of the portfolio, ranked #15.

Michael Brady & Co first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q4 2025. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Michael Brady & Co held 3,692 shares of JPMorgan Chase worth $1.21M as of Q2 2026.
  • Michael Brady & Co sold 200 JPMorgan Chase shares in Q2 2026, an estimated $62.1K.
  • JPMorgan Chase made up 1.07% of Michael Brady & Co's portfolio in Q2 2026, its #15 holding.
  • Michael Brady & Co first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Michael Brady & Co's JPMorgan Chase position peaked at $1.27M in Q4 2025.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.