Roberts Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Roberts Capital Advisors’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
2025 Q4	–	Sell	-8,358	Closed	-$2.64M	–	31
2025 Q3	$2.64M	Hold	8,358	–	–	2.93%	6
2025 Q2	$2.42M	Buy	8,358 +2,687	+47%	+$686K	1.79%	13
2025 Q1	$1.39M	Hold	5,671	–	–	1.22%	18
2024 Q4	$1.36M	Hold	5,671	–	–	1.14%	18
2024 Q3	$1.2M	Hold	5,671	–	–	1.02%	20
2024 Q2	$1.14M	Hold	5,671	–	–	1.09%	20
2024 Q1	$1.14M	Buy	+5,671	New	+$1.02M	1.09%	20
2022 Q3	$635K	Hold	6,079	–	–	0.92%	27
2022 Q2	$685K	Hold	6,079	–	–	0.94%	32
2022 Q1	$829K	Hold	6,079	–	–	0.86%	31
2021 Q4	$963K	Buy	+6,079	New	+$998K	0.9%	32

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Roberts Capital Advisors's JPM Position: Q4 2025 in Review

Roberts Capital Advisors sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 8,358 shares — an estimated $2.64M sold.

Roberts Capital Advisors first reported a position in JPM in Q4 2021 and held it in 11 quarters. The position peaked at $2.64M in Q3 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Roberts Capital Advisors reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 8,358 JPMorgan Chase shares in Q4 2025, an estimated $2.64M.
Roberts Capital Advisors first reported a position in JPMorgan Chase in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's JPMorgan Chase position peaked at $2.64M in Q3 2025.
5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.