ORC
JPM icon

O'Rourke & Company’s JPMorgan Chase JPM Stock Holding History

O'Rourke & Company’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 		$7.04M Sell
21,517
-169
-0.8% -$52.5K 2.46% 6
2026
Q1 		$6.38M Sell
21,686
-609
-3% -$185K 2.53% 6
2025
Q4 		$7.18M Sell
22,295
-17
-0.1% -$5.26K 2.79% 7
2025
Q3 		$7.04M Sell
22,312
-651
-3% -$194K 2.94% 6
2025
Q2 		$6.66M Sell
22,963
-334
-1% -$85.2K 3.11% 5
2025
Q1 		$5.71M Buy
23,297
+184
+0.8% +$46.9K 2.84% 7
2024
Q4 		$5.54M Sell
23,113
-37
-0.2% -$8.62K 2.71% 8
2024
Q3 		$4.88M Buy
23,150
+170
+0.7% +$35.8K 2.44% 8
2024
Q2 		$4.65M Sell
22,980
-61
-0.3% -$11.9K 2.62% 9
2024
Q1 		$4.62M Buy
23,041
+1,171
+5% +$211K 2.68% 7
2023
Q4 		$3.72M Buy
21,870
+378
+2% +$57.3K 2.4% 8
2023
Q3 		$3.12M Buy
21,492
+276
+1% +$41.4K 2.27% 8
2023
Q2 		$3.09M Buy
21,216
+542
+3% +$74.5K 2.16% 8
2023
Q1 		$2.69M Buy
20,674
+155
+0.8% +$21.2K 2.05% 8
2022
Q4 		$2.75M Buy
20,519
+882
+4% +$112K 2.18% 8
2022
Q3 		$2.05M Buy
19,637
+1,614
+9% +$185K 1.79% 11
2022
Q2 		$2.03M Buy
18,023
+558
+3% +$69.1K 1.72% 13
2022
Q1 		$2.38M Buy
17,465
+80
+0.5% +$11.8K 1.64% 15
2021
Q4 		$2.75M Buy
+17,385
New +$2.86M 1.84% 14

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

O'Rourke & Company's JPM Position: Q2 2026 in Review

O'Rourke & Company reduced its JPMorgan Chase (JPM) stake by 0.78% in Q2 2026, selling an estimated $52.5K and leaving 21,517 shares worth $7.04M. The position accounts for 2.46% of the portfolio, ranked #6.

O'Rourke & Company first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.18M in Q4 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • O'Rourke & Company held 21,517 shares of JPMorgan Chase worth $7.04M as of Q2 2026.
  • O'Rourke & Company sold 169 JPMorgan Chase shares in Q2 2026, an estimated $52.5K.
  • JPMorgan Chase made up 2.46% of O'Rourke & Company's portfolio in Q2 2026, its #6 holding.
  • O'Rourke & Company first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • O'Rourke & Company's JPMorgan Chase position peaked at $7.18M in Q4 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.