JP Morgan Chase
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JP Morgan Chase’s Rockwell Automation ROK Stock Holding History

JP Morgan Chase’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40,000
Closed -$15.6M – 7838
2025
Q4 		$15.6M Buy
+40,000
New +$15M ﹤0.01% 2281
2019
Q1 		– Sell
-100,000
Closed -$15M – 6000
2018
Q4 		$15M Buy
+100,000
New +$16.7M ﹤0.01% 1696
2017
Q1 		– Sell
-450,000
Closed -$60.5M – 5196
2016
Q4 		$60.5M Buy
+450,000
New +$57.5M 0.01% 789

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase's ROK Position: Q2 2026 in Review

JP Morgan Chase increased its Rockwell Automation (ROK) stake by 53% in Q2 2026, buying an estimated $440M and bringing the position to 2,919,588 shares worth $1.41B. The position accounts for 0.08% of the portfolio, ranked #223.

JP Morgan Chase first reported a position in ROK in Q2 2013 and has held it in 53 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • JP Morgan Chase held 2,919,588 shares of Rockwell Automation worth $1.41B as of Q2 2026.
  • JP Morgan Chase bought 1,011,222 Rockwell Automation shares in Q2 2026, an estimated $440M.
  • Rockwell Automation made up 0.08% of JP Morgan Chase's portfolio in Q2 2026, its #223 holding.
  • JP Morgan Chase first reported a position in Rockwell Automation in Q2 2013 and has held it in 53 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.