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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
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
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

Blue Rock Wealth Management's JPM Position: Q1 2026 in Review

Blue Rock Wealth Management increased its JPMorgan Chase (JPM) stake by 16% in Q1 2026, buying an estimated $182K and bringing the position to 4,396 shares worth $1.29M. The position accounts for 0.82% of the portfolio, ranked #23.

Blue Rock Wealth Management first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Blue Rock Wealth Management held 4,396 shares of JPMorgan Chase worth $1.29M as of Q1 2026.
  • Blue Rock Wealth Management bought 600 JPMorgan Chase shares in Q1 2026, an estimated $182K.
  • JPMorgan Chase made up 0.82% of Blue Rock Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Blue Rock Wealth Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.