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Stonebrook Private’s JPMorgan Chase JPM Stock Holding History

Stonebrook Private’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 		$5.25M Sell
16,046
-767
-5% -$238K 0.96% 20
2026
Q1 		$4.95M Sell
16,813
-131
-0.8% -$39.8K 1.05% 21
2025
Q4 		$5.46M Sell
16,944
-16,272
-49% -$5.04M 1.14% 20
2025
Q3 		$10.5M Buy
33,216
+346
+1% +$103K 2.26% 12
2025
Q2 		$9.47M Buy
32,870
+315
+1% +$80.4K 2.22% 12
2025
Q1 		$7.99M Sell
32,555
-238
-0.7% -$60.7K 2.08% 9
2024
Q4 		$7.86M Sell
32,793
-734
-2% -$171K 2.06% 12
2024
Q3 		$7.07M Sell
33,527
-214
-0.6% -$45.1K 1.87% 13
2024
Q2 		$6.82M Buy
33,741
+1,214
+4% +$237K 1.96% 10
2024
Q1 		$6.52M Buy
32,527
+2,152
+7% +$388K 1.9% 10
2023
Q4 		$5.17M Buy
+30,375
New +$4.6M 1.73% 12

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 $3.38T AUM 44.17% 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

Stonebrook Private's JPM Position: Q2 2026 in Review

Stonebrook Private reduced its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, selling an estimated $238K and leaving 16,046 shares worth $5.25M. The position accounts for 0.96% of the portfolio, ranked #20.

Stonebrook Private first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stonebrook Private held 16,046 shares of JPMorgan Chase worth $5.25M as of Q2 2026.
  • Stonebrook Private sold 767 JPMorgan Chase shares in Q2 2026, an estimated $238K.
  • JPMorgan Chase made up 0.96% of Stonebrook Private's portfolio in Q2 2026, its #20 holding.
  • Stonebrook Private first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Stonebrook Private's JPMorgan Chase position peaked at $10.5M in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.