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Kaufman Rossin Wealth’s JPMorgan Chase JPM Stock Holding History

Kaufman Rossin Wealth’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 		$274K Buy
817
+74
+10% +$23K 0.13% 82
2026
Q1 		$219K Buy
743
+67
+10% +$20.3K 0.13% 91
2025
Q4 		$218K Buy
676
+11
+2% +$3.41K 0.11% 144
2025
Q3 		$210K Sell
665
-323
-33% -$96.1K 0.11% 144
2025
Q2 		$286K Buy
988
+79
+9% +$20.2K 0.18% 88
2025
Q1 		$223K Buy
+909
New +$232K 0.16% 126

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kaufman Rossin Wealth's JPM Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $23K and bringing the position to 817 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #82.

Kaufman Rossin Wealth first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $286K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kaufman Rossin Wealth held 817 shares of JPMorgan Chase worth $274K as of Q2 2026.
  • Kaufman Rossin Wealth bought 74 JPMorgan Chase shares in Q2 2026, an estimated $23K.
  • JPMorgan Chase made up 0.13% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #82 holding.
  • Kaufman Rossin Wealth first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • Kaufman Rossin Wealth's JPMorgan Chase position peaked at $286K in Q2 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.