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NorthRock Partners’s JPMorgan Chase JPM Stock Holding History

NorthRock Partners’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
2025
Q4 		– Sell
-200
Closed -$63.1K – 772
2025
Q3 		$63.1K Buy
+200
New +$59.5K ﹤0.01% 853

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

NorthRock Partners's JPM Position: Q2 2026 in Review

NorthRock Partners increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $641K and bringing the position to 62,473 shares worth $20.4M. The position accounts for 0.3% of the portfolio, ranked #57.

NorthRock Partners first reported a position in JPM in Q1 2018 and has held it in 32 quarters since. The position peaked at $23.7M in Q3 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • NorthRock Partners held 62,473 shares of JPMorgan Chase worth $20.4M as of Q2 2026.
  • NorthRock Partners bought 2,063 JPMorgan Chase shares in Q2 2026, an estimated $641K.
  • JPMorgan Chase made up 0.3% of NorthRock Partners's portfolio in Q2 2026, its #57 holding.
  • NorthRock Partners first reported a position in JPMorgan Chase in Q1 2018 and has held it in 32 quarters since.
  • NorthRock Partners's JPMorgan Chase position peaked at $23.7M in Q3 2025.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.