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Eagle Rock Investment Company’s JPMorgan Chase JPM Stock Holding History

Eagle Rock Investment Company’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 		$22M Buy
67,291
+3,488
+5% +$1.08M 2.73% 8
2026
Q1 		$18.8M Buy
63,803
+2,079
+3% +$631K 2.73% 8
2025
Q4 		$19.9M Sell
61,724
-14
-0% -$4.33K 2.81% 7
2025
Q3 		$19.5M Sell
61,738
-179
-0.3% -$53.2K 2.86% 7
2025
Q2 		$18M Sell
61,917
-1,990
-3% -$508K 2.84% 6
2025
Q1 		$15.7M Sell
63,907
-4,109
-6% -$1.05M 2.69% 8
2024
Q4 		$16.3M Sell
68,016
-505
-0.7% -$118K 2.71% 9
2024
Q3 		$14.4M Sell
68,521
-3,434
-5% -$723K 2.42% 10
2024
Q2 		$14.6M Sell
71,955
-4,976
-6% -$973K 2.63% 9
2024
Q1 		$15.4M Sell
76,931
-88
-0.1% -$15.9K 2.86% 6
2023
Q4 		$13.1M Sell
77,019
-6,044
-7% -$916K 2.68% 8
2023
Q3 		$12M Sell
83,063
-2,993
-3% -$449K 2.72% 9
2023
Q2 		$13.2M Sell
86,056
-6,503
-7% -$894K 2.84% 7
2023
Q1 		$12.1M Sell
92,559
-6,848
-7% -$938K 2.77% 9
2022
Q4 		$13.9M Buy
99,407
+19
+0% +$2.41K 3.2% 6
2022
Q3 		$10.4M Sell
99,388
-162
-0.2% -$18.6K 2.71% 9
2022
Q2 		$11.2M Sell
99,550
-2,633
-3% -$326K 2.74% 9
2022
Q1 		$13.9M Sell
102,183
-2,054
-2% -$303K 2.95% 9
2021
Q4 		$16.5M Buy
+104,237
New +$17.1M 3.16% 7

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Eagle Rock Investment Company's JPM Position: Q2 2026 in Review

Eagle Rock Investment Company increased its JPMorgan Chase (JPM) stake by 5.5% in Q2 2026, buying an estimated $1.08M and bringing the position to 67,291 shares worth $22M. The position accounts for 2.73% of the portfolio, ranked #8.

Eagle Rock Investment Company first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Eagle Rock Investment Company held 67,291 shares of JPMorgan Chase worth $22M as of Q2 2026.
  • Eagle Rock Investment Company bought 3,488 JPMorgan Chase shares in Q2 2026, an estimated $1.08M.
  • JPMorgan Chase made up 2.73% of Eagle Rock Investment Company's portfolio in Q2 2026, its #8 holding.
  • Eagle Rock Investment Company first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.