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Morton Brown Family Wealth’s JPMorgan Chase JPM Stock Holding History

Morton Brown Family Wealth’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 		$105K Buy
321
+25
+8% +$7.76K 0.02% 92
2026
Q1 		$87.1K Buy
296
+150
+103% +$45.5K 0.02% 92
2025
Q4 		$46.9K Buy
146
+10
+7% +$3.1K 0.01% 116
2025
Q3 		$42.9K Sell
136
-27
-17% -$8.03K 0.01% 115
2025
Q2 		$47.1K Buy
163
+1
+0.6% +$255 0.01% 111
2025
Q1 		$39.7K Buy
162
+28
+21% +$7.14K 0.01% 114
2024
Q4 		$32.2K Buy
134
+18
+16% +$4.19K 0.01% 124
2024
Q3 		$24.4K Buy
116
+1
+0.9% +$211 0.01% 125
2024
Q2 		$24.2K Hold
115
– – 0.01% 121
2024
Q1 		$23K Sell
115
-174
-60% -$31.4K 0.01% 115
2023
Q4 		$49.2K Buy
289
+277
+2,308% +$42K 0.02% 99
2023
Q3 		$1.74K Hold
12
– – ﹤0.01% 163
2023
Q2 		$1.75K Buy
+12
New +$1.65K ﹤0.01% 157
2022
Q4 		– Sell
-32
Closed -$3K – 196
2022
Q3 		$3K Sell
32
-26
-45% -$2.98K ﹤0.01% 159
2022
Q2 		$7K Sell
58
-92
-61% -$11.4K 0.01% 124
2022
Q1 		$20K Buy
+150
New +$22.1K 0.02% 93

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morton Brown Family Wealth's JPM Position: Q2 2026 in Review

Morton Brown Family Wealth increased its JPMorgan Chase (JPM) stake by 8.4% in Q2 2026, buying an estimated $7.76K and bringing the position to 321 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #92.

Morton Brown Family Wealth first reported a position in JPM in Q1 2022 and has held it in 16 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Morton Brown Family Wealth held 321 shares of JPMorgan Chase worth $105K as of Q2 2026.
  • Morton Brown Family Wealth bought 25 JPMorgan Chase shares in Q2 2026, an estimated $7.76K.
  • JPMorgan Chase made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #92 holding.
  • Morton Brown Family Wealth first reported a position in JPMorgan Chase in Q1 2022 and has held it in 16 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.