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Robertson Stephens Wealth Management’s JPMorgan Chase JPM Stock Holding History

Robertson Stephens Wealth Management’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 		$24.6M Sell
75,156
-1,489
-2% -$462K 0.61% 32
2026
Q1 		$22.5M Sell
76,645
-22,000
-22% -$6.68M 0.63% 32
2025
Q4 		$31.8M Buy
98,645
+60,095
+156% +$18.6M 0.83% 22
2025
Q3 		$12.2M Buy
38,550
+1,321
+4% +$393K 0.37% 52
2025
Q2 		$10.8M Sell
37,229
-4,050
-10% -$1.03M 0.34% 57
2025
Q1 		$10.1M Buy
41,279
+2,106
+5% +$537K 0.35% 58
2024
Q4 		$9.39M Sell
39,173
-926
-2% -$216K 0.33% 63
2024
Q3 		$8.46M Buy
40,099
+304
+0.8% +$64K 0.31% 71
2024
Q2 		$8.05M Buy
39,795
+783
+2% +$153K 0.41% 48
2024
Q1 		$7.81M Sell
39,012
-76
-0.2% -$13.7K 0.41% 43
2023
Q4 		$6.65M Buy
39,088
+2,877
+8% +$436K 0.4% 46
2023
Q3 		$5.25M Buy
36,211
+1,999
+6% +$300K 0.35% 63
2023
Q2 		$4.98M Buy
34,212
+5,566
+19% +$766K 0.35% 65
2023
Q1 		$3.73M Buy
28,646
+581
+2% +$79.6K 0.29% 74
2022
Q4 		$3.76M Buy
28,065
+303
+1% +$38.4K 0.37% 62
2022
Q3 		$2.9M Buy
27,762
+1,010
+4% +$116K 0.3% 69
2022
Q2 		$3.01M Sell
26,752
-7,133
-21% -$884K 0.28% 79
2022
Q1 		$4.62M Buy
33,885
+1,696
+5% +$250K 0.39% 50
2021
Q4 		$5.1M Buy
32,189
+12,518
+64% +$2.06M 0.43% 50
2021
Q3 		$3.22M Sell
19,671
-731
-4% -$115K 0.36% 54
2021
Q2 		$3.17M Sell
20,402
-3,812
-16% -$599K 0.38% 49
2021
Q1 		$3.69M Buy
24,214
+9,816
+68% +$1.41M 0.59% 36
2020
Q4 		$1.83M Sell
14,398
-1,813
-11% -$203K 0.38% 54
2020
Q3 		$1.56M Buy
16,211
+6,718
+71% +$660K 0.38% 52
2020
Q2 		$892K Sell
9,493
-669
-7% -$63.5K 0.26% 75
2020
Q1 		$915K Buy
10,162
+6,973
+219% +$847K 0.31% 71
2019
Q4 		$444K Sell
3,189
-3,383
-51% -$434K 0.22% 70
2019
Q3 		$773K Buy
+6,572
New +$743K 0.39% 55

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

Robertson Stephens Wealth Management's JPM Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $462K and leaving 75,156 shares worth $24.6M. The position accounts for 0.61% of the portfolio, ranked #32.

Robertson Stephens Wealth Management first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. The position peaked at $31.8M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Robertson Stephens Wealth Management held 75,156 shares of JPMorgan Chase worth $24.6M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,489 JPMorgan Chase shares in Q2 2026, an estimated $462K.
  • JPMorgan Chase made up 0.61% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Robertson Stephens Wealth Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's JPMorgan Chase position peaked at $31.8M in Q4 2025.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.