Roberts Wealth Advisors
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Roberts Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Roberts Wealth 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
2026
Q3 		$7.98M Sell
24,132
-107
-0.4% -$37.4K 1.79% 14
2026
Q2 		$7.93M Sell
24,239
-287
-1% -$89.1K 1.8% 14
2026
Q1 		$7.21M Buy
24,526
+1,430
+6% +$434K 1.83% 14
2025
Q4 		$7.44M Sell
23,096
-1,385
-6% -$429K 1.94% 13
2025
Q3 		$7.72M Sell
24,481
-531
-2% -$158K 2.05% 12
2025
Q2 		$7.25M Buy
25,012
+151
+0.6% +$38.5K 2.08% 13
2025
Q1 		$6.1M Sell
24,861
-691
-3% -$176K 1.88% 13
2024
Q4 		$6.45M Sell
25,552
-12,324
-33% -$2.87M 1.96% 11
2024
Q3 		$7.98M Buy
37,876
+732
+2% +$154K 2.58% 9
2024
Q2 		$7.71M Buy
37,144
+224
+0.6% +$43.8K 2.63% 9
2024
Q1 		$6.75M Sell
36,920
-147
-0.4% -$26.5K 2.52% 9
2023
Q4 		$18.9M Sell
37,067
-310
-0.8% -$47K 2.95% 9
2023
Q3 		$5.53M Sell
37,377
-123
-0.3% -$18.4K 2.43% 9
2023
Q2 		$5.45M Sell
37,500
-649
-2% -$89.3K 2.4% 9
2023
Q1 		$4.9M Buy
38,149
+613
+2% +$84K 2.25% 10
2022
Q4 		$5.07M Buy
37,536
+1,055
+3% +$134K 2.45% 9
2022
Q3 		$3.94M Buy
36,481
+12,802
+54% +$1.47M 1.94% 13
2022
Q2 		$2.71M Buy
23,679
+584
+3% +$72.4K 1.18% 32
2022
Q1 		$3.12M Buy
23,095
+151
+0.7% +$22.3K 1.22% 30
2021
Q4 		$3.71M Sell
22,944
-520
-2% -$85.4K 1.34% 26
2021
Q3 		$3.84M Buy
+23,464
New +$3.68M 1.52% 21

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Roberts Wealth Advisors's JPM Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.44% in Q3 2026, selling an estimated $37.4K and leaving 24,132 shares worth $7.98M. The position accounts for 1.79% of the portfolio, ranked #14.

Roberts Wealth Advisors first reported a position in JPM in Q3 2021 and has held it in 21 quarters since. The position peaked at $18.9M in Q4 2023. 3,464 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Roberts Wealth Advisors held 24,132 shares of JPMorgan Chase worth $7.98M as of Q3 2026.
  • Roberts Wealth Advisors sold 107 JPMorgan Chase shares in Q3 2026, an estimated $37.4K.
  • JPMorgan Chase made up 1.79% of Roberts Wealth Advisors's portfolio in Q3 2026, its #14 holding.
  • Roberts Wealth Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's JPMorgan Chase position peaked at $18.9M in Q4 2023.
  • 3,464 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.