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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.