SEC 13F Intelligence

Bradley Foster & Sargent Inc/Ct / JPM

Bradley Foster & Sargent Inc/Ct’s Jpmorgan Chase & Co Position

Does Bradley Foster & Sargent Inc/Ct own Jpmorgan Chase & Co (JPM)? Yes — 963.2K shares worth $283M (+4.40% of its 13F portfolio) as of Q1 2026, down from 978.9K shares the prior filed quarter.

Position Value
$283M
Q1 2026
Shares
963.2K
% of Portfolio
+4.40%
Quarters Held
28
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $85MQ4 ’18Q1 ’19: $89MQ2 ’19: $97MQ3 ’19: $101MQ4 ’19: $120MQ4 ’19Q1 ’20: $78MQ3 ’20: $87MQ4 ’20: $116MQ1 ’21: $139MQ1 ’21Q2 ’21: $142MQ3 ’21: $149MQ1 ’22: $129MQ2 ’22: $108MQ2 ’22Q3 ’22: $101MQ4 ’22: $130MQ1 ’23: $126MQ2 ’23: $155MQ2 ’23Q3 ’23: $155MQ4 ’23: $182MQ1 ’24: $211MQ2 ’24: $211MQ2 ’24Q3 ’24: $222MQ4 ’24: $253MQ1 ’25: $245MQ2 ’25: $290MQ2 ’25Q3 ’25: $312MQ4 ’25: $315MQ1 ’26: $283Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026963.2K$283M+4.40%
Q4 2025978.9K$315M+4.63%
Q3 2025987.9K$312M+4.59%
Q2 20251.00M$290M+4.54%
Q1 20251.00M$245M+4.20%
Q4 20241.06M$253M+4.25%
Q3 20241.05M$222M+3.72%
Q2 20241.04M$211M+3.80%
Q1 20241.05M$211M+3.80%
Q4 20231.07M$182M+3.54%
Q3 20231.06M$155M+3.25%
Q2 20231.06M$155M+3.25%
Q1 2023969.8K$126M+3.01%
Q4 2022967.2K$130M+3.25%
Q3 2022970.1K$101M+2.80%
Q2 2022955.9K$108M+2.78%
Q1 2022949.3K$129M+2.76%
Q3 2021912.4K$149M+3.51%
Q2 2021913.7K$142M+3.32%
Q1 2021910.3K$139M+3.51%
Q4 2020910.2K$116M+3.05%
Q3 2020900.3K$87M+2.54%
Q1 2020867.1K$78M+3.13%
Q4 2019860.0K$120M+3.70%
Q3 2019860.5K$101M+3.38%
Q2 2019871.5K$97M+3.23%
Q1 2019877.4K$89M+3.10%
Q4 2018874.6K$85M+3.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bradley Foster & Sargent Inc/Ct’s full portfolio or all institutional holders of JPM.