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
2025
Q1 		– Sell
-30,000
Closed -$8.57M – 7664
2024
Q4 		$8.57M Buy
+30,000
New +$8.44M ﹤0.01% 2841
2019
Q3 		– Sell
-22,000
Closed -$3.57M – 5921
2019
Q2 		$3.57M Buy
+22,000
New +$3.72M ﹤0.01% 2906
2017
Q1 		– Sell
-150,000
Closed -$20.2M – 5197
2016
Q4 		$20.2M Buy
+150,000
New +$19.2M ﹤0.01% 1468

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase's ROK Position: Q1 2026 in Review

JP Morgan Chase increased its Rockwell Automation (ROK) stake by 203% in Q1 2026, buying an estimated $505M and bringing the position to 1,908,366 shares worth $665M. The position accounts for 0.04% of the portfolio, ranked #350.

JP Morgan Chase first reported a position in ROK in Q2 2013 and has held it in 52 quarters since. The position peaked at $946M in Q2 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • JP Morgan Chase held 1,908,366 shares of Rockwell Automation worth $665M as of Q1 2026.
  • JP Morgan Chase bought 1,279,548 Rockwell Automation shares in Q1 2026, an estimated $505M.
  • Rockwell Automation made up 0.04% of JP Morgan Chase's portfolio in Q1 2026, its #350 holding.
  • JP Morgan Chase first reported a position in Rockwell Automation in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Rockwell Automation position peaked at $946M in Q2 2021.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.