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Roberts, Glore & Co’s JPMorgan Chase JPM Stock Holding History

Roberts, Glore & Co’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 		$1.25M Sell
3,814
-52
-1% -$16.1K 0.31% 75
2026
Q1 		$1.14M Sell
3,866
-21
-0.5% -$6.37K 0.31% 75
2025
Q4 		$1.25M Sell
3,887
-75
-2% -$23.2K 0.33% 73
2025
Q3 		$1.25M Sell
3,962
-232
-6% -$69K 0.34% 73
2025
Q2 		$1.22M Sell
4,194
-64
-2% -$16.3K 0.36% 71
2025
Q1 		$1.04M Sell
4,258
-7
-0.2% -$1.78K 0.32% 74
2024
Q4 		$1.02M Sell
4,265
-35
-0.8% -$8.15K 0.3% 78
2024
Q3 		$907K Sell
4,300
-41
-0.9% -$8.64K 0.26% 87
2024
Q2 		$878K Sell
4,341
-324
-7% -$63.3K 0.26% 88
2024
Q1 		$934K Sell
4,665
-665
-12% -$120K 0.28% 85
2023
Q4 		$907K Sell
5,330
-30
-0.6% -$4.55K 0.28% 85
2023
Q3 		$777K Sell
5,360
-220
-4% -$33K 0.26% 89
2023
Q2 		$812K Sell
5,580
-160
-3% -$22K 0.26% 90
2023
Q1 		$748K Buy
5,740
+76
+1% +$10.4K 0.25% 88
2022
Q4 		$760K Buy
5,664
+1,620
+40% +$205K 0.26% 88
2022
Q3 		$423K Buy
4,044
+175
+5% +$20.1K 0.15% 126
2022
Q2 		$436K Buy
3,869
+283
+8% +$35.1K 0.15% 129
2022
Q1 		$489K Buy
3,586
+195
+6% +$28.8K 0.14% 132
2021
Q4 		$537K Hold
3,391
– – 0.14% 124
2021
Q3 		$555K Buy
3,391
+500
+17% +$78.4K 0.17% 114
2021
Q2 		$450K Hold
2,891
– – 0.13% 129
2021
Q1 		$440K Hold
2,891
– – 0.14% 128
2020
Q4 		$367K Buy
2,891
+90
+3% +$10.1K 0.12% 137
2020
Q3 		$269K Buy
+2,801
New +$275K 0.1% 144

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Roberts, Glore & Co's JPM Position: Q2 2026 in Review

Roberts, Glore & Co reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $16.1K and leaving 3,814 shares worth $1.25M. The position accounts for 0.31% of the portfolio, ranked #75.

Roberts, Glore & Co first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.25M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Roberts, Glore & Co held 3,814 shares of JPMorgan Chase worth $1.25M as of Q2 2026.
  • Roberts, Glore & Co sold 52 JPMorgan Chase shares in Q2 2026, an estimated $16.1K.
  • JPMorgan Chase made up 0.31% of Roberts, Glore & Co's portfolio in Q2 2026, its #75 holding.
  • Roberts, Glore & Co first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • Roberts, Glore & Co's JPMorgan Chase position peaked at $1.25M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.