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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
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 		$3.13M 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

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 Wealth Advisors's JPM Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $89.1K and leaving 24,239 shares worth $7.93M. The position accounts for 1.8% of the portfolio, ranked #14.

Roberts Wealth Advisors first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. The position peaked at $18.9M in Q4 2023. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Roberts Wealth Advisors held 24,239 shares of JPMorgan Chase worth $7.93M as of Q2 2026.
  • Roberts Wealth Advisors sold 287 JPMorgan Chase shares in Q2 2026, an estimated $89.1K.
  • JPMorgan Chase made up 1.8% of Roberts Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Roberts Wealth Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • Roberts Wealth Advisors's JPMorgan Chase position peaked at $18.9M in Q4 2023.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.