NorthRock Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.8M | Buy |
60,410
+11,791
| +24% | +$3.58M | 0.29% | 60 |
|
|
2025
Q4 | $15.7M | Sell |
48,619
-26,483
| -35% | -$8.2M | 0.26% | 62 |
|
|
2025
Q3 | $23.7M | Buy |
75,102
+6,519
| +10% | +$1.94M | 0.43% | 44 |
|
|
2025
Q2 | $17.6M | Buy |
68,583
+7,245
| +12% | +$1.85M | 0.46% | 33 |
|
|
2025
Q1 | $13.2M | Buy |
61,338
+677
| +1% | +$173K | 0.44% | 33 |
|
|
2024
Q4 | $12.7M | Buy |
60,661
+1,896
| +3% | +$442K | 0.41% | 36 |
|
|
2024
Q3 | $11.6M | Buy |
58,765
+105
| +0.2% | +$22.1K | 0.38% | 36 |
|
|
2024
Q2 | $11.1M | Buy |
58,660
+1,240
| +2% | +$242K | 0.42% | 35 |
|
|
2024
Q1 | $10.8M | Buy |
57,420
+6,538
| +13% | +$1.18M | 0.41% | 37 |
|
|
2023
Q4 | $8.65M | Buy |
50,882
+18,343
| +56% | +$2.78M | 0.36% | 40 |
|
|
2023
Q3 | $4.72M | Buy |
32,539
+5,353
| +20% | +$802K | 0.49% | 29 |
|
|
2023
Q2 | $3.95M | Sell |
27,186
-1,531
| -5% | -$211K | 0.43% | 30 |
|
|
2023
Q1 | $3.74M | Sell |
28,717
-820
| -3% | -$112K | 0.4% | 31 |
|
|
2022
Q4 | $3.96M | Buy |
29,537
+1,459
| +5% | +$185K | 0.45% | 30 |
|
|
2022
Q3 | $2.93M | Buy |
28,078
+1,831
| +7% | +$210K | 0.34% | 35 |
|
|
2022
Q2 | $2.96M | Sell |
26,247
-1,006
| -4% | -$125K | 0.31% | 39 |
|
|
2022
Q1 | $3.71M | Sell |
27,253
-1,392
| -5% | -$205K | 0.33% | 37 |
|
|
2021
Q4 | $4.54M | Buy |
28,645
+2,727
| +11% | +$448K | 0.34% | 32 |
|
|
2021
Q3 | $4.3M | Buy |
25,918
+1,740
| +7% | +$273K | 0.35% | 33 |
|
|
2021
Q2 | $3.76M | Sell |
24,178
-528
| -2% | -$82.9K | 0.31% | 35 |
|
|
2021
Q1 | $3.76M | Buy |
24,706
+639
| +3% | +$91.9K | 0.34% | 35 |
|
|
2020
Q4 | $3.06M | Sell |
24,067
-1,618
| -6% | -$181K | 0.3% | 40 |
|
|
2020
Q3 | $2.47M | Sell |
25,685
-7,868
| -23% | -$773K | 0.27% | 42 |
|
|
2020
Q2 | $3.16M | Buy |
33,553
+6,865
| +26% | +$651K | 0.37% | 36 |
|
|
2020
Q1 | $2.4M | Buy |
26,688
+275
| +1% | +$33.4K | 0.34% | 47 |
|
|
2019
Q4 | $3.68M | Buy |
26,413
+2,566
| +11% | +$329K | 0.39% | 45 |
|
|
2019
Q3 | $2.81M | Buy |
+23,847
| New | +$2.7M | 0.38% | 55 |
|
|
2019
Q1 | – | Sell |
-2,168
| Closed | -$202K | – | 101 |
|
|
2018
Q4 | $202K | Buy |
2,168
+245
| +13% | +$26.1K | 0.06% | 90 |
|
|
2018
Q3 | $217K | Sell |
1,923
-22
| -1% | -$2.5K | 0.06% | 60 |
|
|
2018
Q2 | $202K | Buy |
1,945
+101
| +5% | +$11.1K | 0.07% | 57 |
|
|
2018
Q1 | $203K | Buy |
+1,844
| New | +$209K | 0.07% | 54 |
|
Other funds holding JPM
VCM
VPM
NorthRock Partners's JPM Position: Q1 2026 in Review
NorthRock Partners increased its JPMorgan Chase (JPM) stake by 24% in Q1 2026, buying an estimated $3.58M and bringing the position to 60,410 shares worth $17.8M. The position accounts for 0.29% of the portfolio, ranked #60.
NorthRock Partners first reported a position in JPM in Q1 2018 and has held it in 31 quarters since. The position peaked at $23.7M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- NorthRock Partners held 60,410 shares of JPMorgan Chase worth $17.8M as of Q1 2026.
- NorthRock Partners bought 11,791 JPMorgan Chase shares in Q1 2026, an estimated $3.58M.
- JPMorgan Chase made up 0.29% of NorthRock Partners's portfolio in Q1 2026, its #60 holding.
- NorthRock Partners first reported a position in JPMorgan Chase in Q1 2018 and has held it in 31 quarters since.
- NorthRock Partners's JPMorgan Chase position peaked at $23.7M in Q3 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.