RWRC
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R.W. Roge & Company’s JPMorgan Chase JPM Stock Holding History

R.W. Roge & 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 		$640K Sell
2,176
-15
-0.7% -$4.55K 0.31% 37
2025
Q4 		$706K Buy
2,191
+103
+5% +$31.9K 0.35% 36
2025
Q3 		$658K Sell
2,088
-59
-3% -$17.5K 0.34% 32
2025
Q2 		$622K Sell
2,147
-354
-14% -$90.3K 0.35% 31
2025
Q1 		$613K Buy
2,501
+955
+62% +$243K 0.34% 32
2024
Q4 		$370K Hold
1,546
– – 0.2% 32
2024
Q3 		$325K Buy
+1,546
New +$326K 0.17% 36
2020
Q1 		– Sell
-1,600
Closed -$221K – 40
2019
Q4 		$221K Buy
+1,600
New +$205K 0.22% 46

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

R.W. Roge & Company's JPM Position: Q1 2026 in Review

R.W. Roge & Company reduced its JPMorgan Chase (JPM) stake by 0.68% in Q1 2026, selling an estimated $4.55K and leaving 2,176 shares worth $640K. The position accounts for 0.31% of the portfolio, ranked #37.

R.W. Roge & Company first reported a position in JPM in Q4 2019 and has held it in 8 quarters since. The position peaked at $706K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • R.W. Roge & Company held 2,176 shares of JPMorgan Chase worth $640K as of Q1 2026.
  • R.W. Roge & Company sold 15 JPMorgan Chase shares in Q1 2026, an estimated $4.55K.
  • JPMorgan Chase made up 0.31% of R.W. Roge & Company's portfolio in Q1 2026, its #37 holding.
  • R.W. Roge & Company first reported a position in JPMorgan Chase in Q4 2019 and has held it in 8 quarters since.
  • R.W. Roge & Company's JPMorgan Chase position peaked at $706K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on R.W. Roge & Company's 13F filing for Q1 2026, filed 1 May 2026.