Roble Belko & Company’s JPMorgan Chase JPM Stock Holding History

Roble Belko & Company’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	$784K	Sell	2,664 -225	-8%	-$68.3K	0.1%	65
2025 Q4	$931K	Buy	2,889 +470	+19%	+$146K	0.12%	56
2025 Q3	$763K	Sell	2,419 -71	-3%	-$21.1K	0.1%	59
2025 Q2	$722K	Buy	2,490 +158	+7%	+$40.3K	0.11%	66
2025 Q1	$572K	Buy	2,332 +46	+2%	+$11.7K	0.09%	69
2024 Q4	$548K	Buy	2,286 +500	+28%	+$116K	0.09%	71
2024 Q3	$377K	Hold	1,786	–	–	0.06%	83
2024 Q2	$361K	Hold	1,786	–	–	0.06%	81
2024 Q1	$358K	Sell	1,786 -556	-24%	-$100K	0.06%	82
2023 Q4	$398K	Buy	2,342 +838	+56%	+$127K	0.07%	70
2023 Q3	$218K	Hold	1,504	–	–	0.04%	82
2023 Q2	$219K	Hold	1,504	–	–	0.04%	83
2023 Q1	$196K	Hold	1,504	–	–	0.04%	94
2022 Q4	$202K	Hold	1,504	–	–	0.04%	94
2022 Q3	$157K	Hold	1,504	–	–	0.04%	102
2022 Q2	$169K	Sell	1,504 -335	-18%	-$41.5K	0.04%	101
2022 Q1	$251K	Buy	1,839 +135	+8%	+$19.9K	0.05%	87
2021 Q4	$270K	Buy	1,704 +200	+13%	+$32.8K	0.05%	82
2021 Q3	$246K	Hold	1,504	–	–	0.05%	84
2021 Q2	$234K	Hold	1,504	–	–	0.05%	92
2021 Q1	$229K	Buy	1,504 +1,173	+354%	+$169K	0.06%	86
2020 Q4	$42K	Hold	331	–	–	0.01%	144
2020 Q3	$32K	Buy	331 +27	+9%	+$2.65K	0.01%	154
2020 Q2	$29K	Hold	304	–	–	0.01%	171
2020 Q1	$27K	Hold	304	–	–	0.01%	170
2019 Q4	$42K	Hold	304	–	–	0.01%	158
2019 Q3	$36K	Hold	304	–	–	0.01%	161
2019 Q2	$34K	Hold	304	–	–	0.01%	168
2019 Q1	$31K	Hold	304	–	–	0.01%	143
2018 Q4	$30K	Hold	304	–	–	0.01%	132
2018 Q3	$34K	Hold	304	–	–	0.01%	128
2018 Q2	$32K	Hold	304	–	–	0.01%	132
2018 Q1	$33K	Hold	304	–	–	0.01%	146
2017 Q4	$33K	Sell	304 -32	-10%	-$3.24K	0.01%	141
2017 Q3	$32K	Hold	336	–	–	0.01%	115
2017 Q2	$31K	Hold	336	–	–	0.01%	112
2017 Q1	$30K	Hold	336	–	–	0.01%	110
2016 Q4	$29K	Sell	336 -21	-6%	-$1.6K	0.02%	121
2016 Q3	$24K	Buy	357 +296	+485%	+$19.3K	0.01%	153
2016 Q2	$4K	Hold	61	–	–	﹤0.01%	217
2016 Q1	$4K	Hold	61	–	–	﹤0.01%	207
2015 Q4	$4K	Hold	61	–	–	﹤0.01%	176
2015 Q3	$4K	Hold	61	–	–	﹤0.01%	168
2015 Q2	$4K	Hold	61	–	–	﹤0.01%	187
2015 Q1	$4K	Buy	+61	New	+$3.61K	﹤0.01%	195

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Roble Belko & Company's JPM Position: Q1 2026 in Review

Roble Belko & Company reduced its JPMorgan Chase (JPM) stake by 7.8% in Q1 2026, selling an estimated $68.3K and leaving 2,664 shares worth $784K. The position accounts for 0.1% of the portfolio, ranked #65.

Roble Belko & Company first reported a position in JPM in Q1 2015 and has held it in 45 quarters since. The position peaked at $931K in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Roble Belko & Company held 2,664 shares of JPMorgan Chase worth $784K as of Q1 2026.
Roble Belko & Company sold 225 JPMorgan Chase shares in Q1 2026, an estimated $68.3K.
JPMorgan Chase made up 0.1% of Roble Belko & Company's portfolio in Q1 2026, its #65 holding.
Roble Belko & Company first reported a position in JPMorgan Chase in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's JPMorgan Chase position peaked at $931K in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.