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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
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 $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

O'Rourke & Company's JPM Position: Q1 2026 in Review

O'Rourke & Company reduced its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, selling an estimated $185K and leaving 21,686 shares worth $6.38M. The position accounts for 2.53% of the portfolio, ranked #6.

O'Rourke & Company first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.18M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • O'Rourke & Company held 21,686 shares of JPMorgan Chase worth $6.38M as of Q1 2026.
  • O'Rourke & Company sold 609 JPMorgan Chase shares in Q1 2026, an estimated $185K.
  • JPMorgan Chase made up 2.53% of O'Rourke & Company's portfolio in Q1 2026, its #6 holding.
  • O'Rourke & Company first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's JPMorgan Chase position peaked at $7.18M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.