Blue Rock Wealth Management’s JPMorgan Chase JPM Stock Holding History

Blue Rock Wealth Management’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	$1.43M	Hold	4,396	–	–	0.8%	26
2026 Q1	$1.29M	Buy	4,396 +600	+16%	+$182K	0.82%	23
2025 Q4	$1.22M	Sell	3,796 -50	-1%	-$15.5K	0.76%	25
2025 Q3	$1.21M	Buy	3,846 +287	+8%	+$85.4K	0.75%	24
2025 Q2	$1.03M	Hold	3,559	–	–	0.71%	23
2025 Q1	$869K	Buy	+3,559	New	+$907K	0.74%	33

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blue Rock Wealth Management's JPM Position: Q2 2026 in Review

Blue Rock Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,396 shares worth $1.43M. The position accounts for 0.8% of the portfolio, ranked #26.

Blue Rock Wealth Management first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Blue Rock Wealth Management held 4,396 shares of JPMorgan Chase worth $1.43M as of Q2 2026.
Blue Rock Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.8% of Blue Rock Wealth Management's portfolio in Q2 2026, its #26 holding.
Blue Rock Wealth Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.