Rose Capital Advisors LLC’s JPMorgan Chase JPM Stock Holding History

Rose Capital Advisors LLC’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	$1.06M	Buy	+3,234	New	+$1M	0.53%	40

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Rose Capital Advisors LLC's JPM Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in JPMorgan Chase (JPM) in Q2 2026: 3,234 shares worth $1.06M. The stake represents 0.53% of the portfolio and ranks #40 among its holdings.

3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Rose Capital Advisors LLC held 3,234 shares of JPMorgan Chase worth $1.06M as of Q2 2026.
JPMorgan Chase was a new Rose Capital Advisors LLC position in Q2 2026.
JPMorgan Chase made up 0.53% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #40 holding.
3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.