Brookstone Value Stock ETF Sees Significant Returns from JPMorgan Chase & Co Investment

The Brookstone Value Stock ETF has made significant investments in JPMorgan Chase & Co (JPM) over the past two years. As of May 31, 2026, the ETF held 14,936 shares of JPM, totaling $4.47 million. This investment accounts for 4.52% of their stock portfolio.

The Brookstone Value Stock ETF initiated its investment in JPM in 2023Q4 and has made a total of four purchases at an average price of $224.39 per share. In addition to these buys, the ETF also sold off some shares at an average price of $246.78 per share.

The estimated gain on this investment is approximately $2.42 million, representing a 35.55% increase in value since the initial purchase. This significant return on investment suggests that the Brookstone Value Stock ETF has made savvy decisions in its JPM holdings.