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Terril Brothers’s JPMorgan Chase JPM Stock Holding History

Terril Brothers’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
Q1 		$2.77M Sell
9,425
-193
-2% -$58.6K 0.76% 20
2025
Q4 		$3.1M Hold
9,618
– – 0.81% 19
2025
Q3 		$3.03M Sell
9,618
-15
-0.2% -$4.46K 0.92% 18
2025
Q2 		$2.79M Buy
9,633
+50
+0.5% +$12.8K 1.05% 19
2025
Q1 		$2.35M Buy
9,583
+349
+4% +$89K 0.87% 18
2024
Q4 		$2.21M Buy
9,234
+179
+2% +$41.7K 0.63% 28
2024
Q3 		$1.91M Buy
9,055
+90
+1% +$19K 0.63% 23
2024
Q2 		$1.81M Sell
8,965
-150
-2% -$29.3K 0.65% 24
2024
Q1 		$1.83M Sell
9,115
-229
-2% -$41.3K 0.63% 25
2023
Q4 		$1.59M Buy
9,344
+2,500
+37% +$379K 0.56% 29
2023
Q3 		$993K Buy
6,844
+329
+5% +$49.3K 0.48% 28
2023
Q2 		$948K Buy
6,515
+147
+2% +$20.2K 0.42% 26
2023
Q1 		$830K Sell
6,368
-4,205
-40% -$576K 0.39% 24
2022
Q4 		$1.42M Hold
10,573
– – 0.69% 21
2022
Q3 		$1.1M Hold
10,573
– – 0.33% 22
2022
Q2 		$1.19M Sell
10,573
-3,309
-24% -$410K 0.4% 24
2022
Q1 		$1.89M Sell
13,882
-10,253
-42% -$1.51M 0.39% 28
2021
Q4 		$3.82M Sell
24,135
-381
-2% -$62.6K 0.84% 25
2021
Q3 		$4.01M Sell
24,516
-8,902
-27% -$1.4M 0.99% 23
2021
Q2 		$5.2M Sell
33,418
-883
-3% -$139K 1.22% 21
2021
Q1 		$5.22M Hold
34,301
– – 1.33% 22
2020
Q4 		$4.36M Sell
34,301
-1,200
-3% -$134K 1.15% 23
2020
Q3 		$3.42M Hold
35,501
– – 1.05% 23
2020
Q2 		$3.34M Sell
35,501
-490
-1% -$46.5K 1.1% 21
2020
Q1 		$3.24M Buy
35,991
+490
+1% +$59.5K 1.41% 19
2019
Q4 		$4.95M Sell
35,501
-6,751
-16% -$866K 1.74% 17
2019
Q3 		$4.97M Sell
42,252
-750
-2% -$84.8K 1.68% 19
2019
Q2 		$4.81M Sell
43,002
-250
-0.6% -$27.6K 1.53% 20
2019
Q1 		$4.38M Sell
43,252
-2,800
-6% -$288K 1.38% 20
2018
Q4 		$4.5M Sell
46,052
-205
-0.4% -$21.8K 1.61% 20
2018
Q3 		$5.22M Sell
46,257
-2,500
-5% -$284K 1.61% 20
2018
Q2 		$5.08M Hold
48,757
– – 1.56% 21
2018
Q1 		$5.36M Sell
48,757
-1,000
-2% -$113K 1.63% 20
2017
Q4 		$5.32M Sell
49,757
-31,922
-39% -$3.23M 1.64% 21
2017
Q3 		$7.8M Sell
81,679
-157
-0.2% -$14.5K 2.5% 13
2017
Q2 		$7.48M Buy
81,836
+471
+0.6% +$40.6K 2.66% 10
2017
Q1 		$7.15M Buy
81,365
+230
+0.3% +$20.3K 2.52% 13
2016
Q4 		$7M Sell
81,135
-31,104
-28% -$2.37M 2.44% 13
2016
Q3 		$7.47M Sell
112,239
-61
-0.1% -$3.98K 3.95% 7
2016
Q2 		$6.98M Sell
112,300
-550
-0.5% -$34.4K 3.09% 10
2016
Q1 		$6.68M Buy
112,850
+18,800
+20% +$1.1M 3.59% 7
2015
Q4 		$6.24M Sell
94,050
-6,143
-6% -$400K 2.61% 11
2015
Q3 		$6.11M Buy
100,193
+2,459
+3% +$161K 1.98% 17
2015
Q2 		$6.59M Sell
97,734
-2,086
-2% -$136K 2.04% 16
2015
Q1 		$6.08M Buy
99,820
+304
+0.3% +$18K 1.98% 15
2014
Q4 		$6.23M Sell
99,516
-1,965
-2% -$118K 1.94% 16
2014
Q3 		$6.13M Buy
+101,481
New +$5.93M 2.12% 13

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Terril Brothers's JPM Position: Q1 2026 in Review

Terril Brothers reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $58.6K and leaving 9,425 shares worth $2.77M. The position accounts for 0.76% of the portfolio, ranked #20.

Terril Brothers first reported a position in JPM in Q3 2014 and has held it in 47 quarters since. The position peaked at $7.8M in Q3 2017. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Terril Brothers held 9,425 shares of JPMorgan Chase worth $2.77M as of Q1 2026.
  • Terril Brothers sold 193 JPMorgan Chase shares in Q1 2026, an estimated $58.6K.
  • JPMorgan Chase made up 0.76% of Terril Brothers's portfolio in Q1 2026, its #20 holding.
  • Terril Brothers first reported a position in JPMorgan Chase in Q3 2014 and has held it in 47 quarters since.
  • Terril Brothers's JPMorgan Chase position peaked at $7.8M in Q3 2017.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Terril Brothers's 13F filing for Q1 2026, filed 7 May 2026.