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Robbins Farley’s JPMorgan Chase JPM Stock Holding History

Robbins Farley’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 		$114K Buy
348
+3
+0.9% +$932 0.04% 72
2026
Q1 		$101K Hold
345
– – 0.04% 69
2025
Q4 		$111K Buy
345
+30
+10% +$9.29K 0.05% 67
2025
Q3 		$99.4K Sell
315
-8
-2% -$2.38K 0.04% 71
2025
Q2 		$93.6K Sell
323
-23
-7% -$5.87K 0.04% 69
2025
Q1 		$84.9K Hold
346
– – 0.05% 65
2024
Q4 		$82.9K Hold
346
– – 0.04% 67
2024
Q3 		$73K Buy
346
+17
+5% +$3.58K 0.04% 71
2024
Q2 		$66.5K Sell
329
-48
-13% -$9.38K 0.04% 71
2024
Q1 		$75.5K Sell
377
-44
-10% -$7.94K 0.04% 72
2023
Q4 		$71.6K Hold
421
– – 0.04% 73
2023
Q3 		$61.1K Buy
421
+96
+30% +$14.4K 0.04% 74
2023
Q2 		$47.3K Sell
325
-150
-32% -$20.6K 0.03% 75
2023
Q1 		$61.9K Buy
475
+167
+54% +$22.9K 0.04% 68
2022
Q4 		$41.3K Sell
308
-2,584
-89% -$327K 0.03% 74
2022
Q3 		$302K Buy
2,892
+11
+0.4% +$1.26K 0.25% 53
2022
Q2 		$324K Buy
+2,881
New +$357K 0.34% 39
2022
Q1 		– Sell
-2,715
Closed -$430K – 155
2021
Q4 		$430K Sell
2,715
-796
-23% -$131K 0.32% 41
2021
Q3 		$575K Buy
+3,511
New +$550K 0.42% 47
2021
Q1 		– Sell
-3,121
Closed -$397K – 186
2020
Q4 		$397K Buy
+3,121
New +$349K 0.39% 43

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Robbins Farley's JPM Position: Q2 2026 in Review

Robbins Farley increased its JPMorgan Chase (JPM) stake by 0.87% in Q2 2026, buying an estimated $932 and bringing the position to 348 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #72.

Robbins Farley first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. The position peaked at $575K in Q3 2021. 2,785 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Robbins Farley held 348 shares of JPMorgan Chase worth $114K as of Q2 2026.
  • Robbins Farley bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.04% of Robbins Farley's portfolio in Q2 2026, its #72 holding.
  • Robbins Farley first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • Robbins Farley's JPMorgan Chase position peaked at $575K in Q3 2021.
  • 2,785 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Robbins Farley's 13F filing for Q2 2026, filed 23 Jul 2026.