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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Roberts Wealth Advisors's JPM Position: Q1 2026 in Review

Roberts Wealth Advisors increased its JPMorgan Chase (JPM) stake by 6.2% in Q1 2026, buying an estimated $434K and bringing the position to 24,526 shares worth $7.21M. The position accounts for 1.83% of the portfolio, ranked #14.

Roberts Wealth Advisors first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.9M in Q4 2023. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Roberts Wealth Advisors held 24,526 shares of JPMorgan Chase worth $7.21M as of Q1 2026.
  • Roberts Wealth Advisors bought 1,430 JPMorgan Chase shares in Q1 2026, an estimated $434K.
  • JPMorgan Chase made up 1.83% of Roberts Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Roberts Wealth Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's JPMorgan Chase position peaked at $18.9M in Q4 2023.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.