Robinswood Financial’s JPMorgan Chase JPM Stock Holding History

Robinswood Financial’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	$124K	Buy	379 +1	+0.3%	+$311	0.04%	102
2026 Q1	$111K	Buy	378 +1	+0.3%	+$303	0.04%	100
2025 Q4	$122K	Hold	377	–	–	0.04%	95
2025 Q3	$119K	Hold	377	–	–	0.04%	94
2025 Q2	$109K	Hold	377	–	–	0.04%	99
2025 Q1	$92.6K	Buy	377 +170	+82%	+$43.3K	0.03%	98
2024 Q4	$49.7K	Hold	207	–	–	0.02%	118
2024 Q3	$43.6K	Buy	207 +33	+19%	+$6.95K	0.02%	135
2024 Q2	$35.2K	Hold	174	–	–	0.01%	143
2024 Q1	$34.6K	Hold	174	–	–	0.01%	111
2023 Q4	$29.6K	Hold	174	–	–	0.01%	112
2023 Q3	$25.2K	Hold	174	–	–	0.01%	112
2023 Q2	$25.3K	Buy	+174	New	+$23.9K	0.01%	102

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Robinswood Financial's JPM Position: Q2 2026 in Review

Robinswood Financial increased its JPMorgan Chase (JPM) stake by 0.26% in Q2 2026, buying an estimated $311 and bringing the position to 379 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #102.

Robinswood Financial first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Robinswood Financial held 379 shares of JPMorgan Chase worth $124K as of Q2 2026.
Robinswood Financial bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.04% of Robinswood Financial's portfolio in Q2 2026, its #102 holding.
Robinswood Financial first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.