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Rochester Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Rochester Wealth Strategies’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 		– Sell
-1,112
Closed -$327K – 28
2026
Q1 		$327K Buy
1,112
+65
+6% +$19.7K 0.2% 21
2025
Q4 		$337K Sell
1,047
-32
-3% -$9.91K 0.21% 23
2025
Q3 		$340K Buy
1,079
+170
+19% +$50.6K 0.22% 20
2025
Q2 		$264K Buy
+909
New +$232K 0.19% 21

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Rochester Wealth Strategies's JPM Position: Q2 2026 in Review

Rochester Wealth Strategies sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,112 shares — an estimated $327K sold.

Rochester Wealth Strategies first reported a position in JPM in Q2 2025 and held it in 4 quarters. The position peaked at $340K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rochester Wealth Strategies reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Rochester Wealth Strategies sold 1,112 JPMorgan Chase shares in Q2 2026, an estimated $327K.
  • Rochester Wealth Strategies first reported a position in JPMorgan Chase in Q2 2025 and held it in 4 quarters.
  • Rochester Wealth Strategies's JPMorgan Chase position peaked at $340K in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.