Bright Rock Capital Management’s JPMorgan Chase JPM Stock Holding History

Bright Rock Capital 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	$7.2M	Hold	22,000	–	–	1.44%	28
2026 Q1	$6.47M	Hold	22,000	–	–	1.28%	30
2025 Q4	$7.09M	Hold	22,000	–	–	1.39%	28
2025 Q3	$6.94M	Hold	22,000	–	–	1.36%	30
2025 Q2	$6.38M	Hold	22,000	–	–	1.29%	33
2025 Q1	$5.4M	Sell	22,000 -15,000	-41%	-$3.82M	1.14%	34
2024 Q4	$8.87M	Sell	37,000 -28,000	-43%	-$6.52M	1.89%	22
2024 Q3	$13.7M	Sell	65,000 -20,000	-24%	-$4.21M	2.76%	8
2024 Q2	$17.2M	Hold	85,000	–	–	3.62%	4
2024 Q1	$17M	Hold	85,000	–	–	3.53%	4
2023 Q4	$14.5M	Hold	85,000	–	–	3.27%	4
2023 Q3	$12.3M	Hold	85,000	–	–	3.01%	8
2023 Q2	$12.4M	Hold	85,000	–	–	2.88%	9
2023 Q1	$11.1M	Sell	85,000 -25,000	-23%	-$3.43M	2.77%	10
2022 Q4	$14.8M	Hold	110,000	–	–	3.82%	3
2022 Q3	$11.5M	Buy	110,000 +50,000	+83%	+$5.74M	3.22%	4
2022 Q2	$6.76M	Hold	60,000	–	–	1.82%	20
2022 Q1	$8.18M	Hold	60,000	–	–	1.93%	22
2021 Q4	$9.5M	Hold	60,000	–	–	2.16%	14
2021 Q3	$9.82M	Hold	60,000	–	–	2.46%	11
2021 Q2	$9.33M	Hold	60,000	–	–	2.25%	13
2021 Q1	$9.13M	Hold	60,000	–	–	2.34%	13
2020 Q4	$7.62M	Hold	60,000	–	–	2.08%	16
2020 Q3	$5.78M	Buy	60,000 +8,000	+15%	+$786K	1.71%	25
2020 Q2	$4.89M	Buy	52,000 +5,000	+11%	+$474K	1.53%	29
2020 Q1	$4.23M	Hold	47,000	–	–	1.54%	30
2019 Q4	$6.55M	Buy	47,000 +5,000	+12%	+$641K	1.92%	22
2019 Q3	$4.71M	Buy	+42,000	New	+$4.75M	1.47%	35

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Bright Rock Capital Management's JPM Position: Q2 2026 in Review

Bright Rock Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 22,000 shares worth $7.2M. The position accounts for 1.44% of the portfolio, ranked #28.

Bright Rock Capital Management first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. The position peaked at $17.2M in Q2 2024. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bright Rock Capital Management held 22,000 shares of JPMorgan Chase worth $7.2M as of Q2 2026.
Bright Rock Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 1.44% of Bright Rock Capital Management's portfolio in Q2 2026, its #28 holding.
Bright Rock Capital Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
Bright Rock Capital Management's JPMorgan Chase position peaked at $17.2M in Q2 2024.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bright Rock Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.