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 Q2	$633K	Sell	1,934 -242	-11%	-$75.2K	0.26%	38
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

R.W. Roge & Company's JPM Position: Q2 2026 in Review

R.W. Roge & Company reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $75.2K and leaving 1,934 shares worth $633K. The position accounts for 0.26% of the portfolio, ranked #38.

R.W. Roge & Company first reported a position in JPM in Q4 2019 and has held it in 9 quarters since. The position peaked at $706K in Q4 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

R.W. Roge & Company held 1,934 shares of JPMorgan Chase worth $633K as of Q2 2026.
R.W. Roge & Company sold 242 JPMorgan Chase shares in Q2 2026, an estimated $75.2K.
JPMorgan Chase made up 0.26% of R.W. Roge & Company's portfolio in Q2 2026, its #38 holding.
R.W. Roge & Company first reported a position in JPMorgan Chase in Q4 2019 and has held it in 9 quarters since.
R.W. Roge & Company's JPMorgan Chase position peaked at $706K in Q4 2025.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on R.W. Roge & Company's 13F filing for Q2 2026, filed 3 Aug 2026.