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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
Q3 		$2.06M Sell
6,234
-58
-0.9% -$20.3K 0.37% 33
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Matthew Hamilton Rosenberg's JPM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its JPMorgan Chase (JPM) stake by 0.92% in Q3 2026, selling an estimated $20.3K and leaving 6,234 shares worth $2.06M. The position accounts for 0.37% of the portfolio, ranked #33.

Matthew Hamilton Rosenberg first reported a position in JPM in Q1 2020 and has held it in 27 quarters since. 656 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Matthew Hamilton Rosenberg held 6,234 shares of JPMorgan Chase worth $2.06M as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 58 JPMorgan Chase shares in Q3 2026, an estimated $20.3K.
  • JPMorgan Chase made up 0.37% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #33 holding.
  • Matthew Hamilton Rosenberg first reported a position in JPMorgan Chase in Q1 2020 and has held it in 27 quarters since.
  • 656 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.