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Matthew Hamilton Rosenberg’s JPMorgan Chase JPM Stock Holding History

Matthew Hamilton Rosenberg’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 		$2.06M Buy
6,292
+133
+2% +$41.3K 0.38% 30
2026
Q1 		$1.81M Buy
6,159
+430
+8% +$130K 0.37% 33
2025
Q4 		$1.85M Buy
5,729
+67
+1% +$20.7K 0.38% 33
2025
Q3 		$1.79M Sell
5,662
-52
-0.9% -$15.5K 0.39% 31
2025
Q2 		$1.66M Sell
5,714
-227
-4% -$57.9K 0.39% 30
2025
Q1 		$1.46M Buy
5,941
+206
+4% +$52.5K 0.37% 33
2024
Q4 		$1.37M Buy
5,735
+292
+5% +$68K 0.36% 34
2024
Q3 		$1.15M Buy
5,443
+152
+3% +$32K 0.3% 36
2024
Q2 		$1.09M Buy
5,291
+264
+5% +$51.6K 0.32% 36
2024
Q1 		$1,000K Buy
5,027
+11
+0.2% +$1.99K 0.29% 38
2023
Q4 		$853K Buy
5,016
+112
+2% +$17K 0.26% 41
2023
Q3 		$711K Sell
4,904
-122
-2% -$18.3K 0.24% 44
2023
Q2 		$731K Sell
5,026
-852
-14% -$117K 0.25% 42
2023
Q1 		$766K Sell
5,878
-186
-3% -$25.5K 0.25% 50
2022
Q4 		$813K Sell
6,064
-52
-0.9% -$6.59K 0.28% 52
2022
Q3 		$639K Buy
6,116
+292
+5% +$33.5K 0.25% 54
2022
Q2 		$664K Sell
5,824
-152
-3% -$18.8K 0.25% 53
2022
Q1 		$815K Buy
5,976
+256
+4% +$37.8K 0.29% 49
2021
Q4 		$906K Buy
5,720
+174
+3% +$28.6K 0.32% 47
2021
Q3 		$908K Buy
5,546
+1,386
+33% +$217K 0.36% 39
2021
Q2 		$647K Buy
4,160
+215
+5% +$33.8K 0.34% 35
2021
Q1 		$600K Buy
3,945
+89
+2% +$12.8K 0.34% 35
2020
Q4 		$490K Buy
3,856
+212
+6% +$23.7K 0.31% 38
2020
Q3 		$351K Sell
3,644
-127
-3% -$12.5K 0.26% 48
2020
Q2 		$355K Buy
3,771
+300
+9% +$28.5K 0.28% 42
2020
Q1 		$313K Buy
+3,471
New +$422K 0.31% 39

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

Matthew Hamilton Rosenberg's JPM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $41.3K and bringing the position to 6,292 shares worth $2.06M. The position accounts for 0.38% of the portfolio, ranked #30.

Matthew Hamilton Rosenberg first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Matthew Hamilton Rosenberg held 6,292 shares of JPMorgan Chase worth $2.06M as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 133 JPMorgan Chase shares in Q2 2026, an estimated $41.3K.
  • JPMorgan Chase made up 0.38% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #30 holding.
  • Matthew Hamilton Rosenberg first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.