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Rock Point Advisors’s JPMorgan Chase JPM Stock Holding History

Rock Point 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
Q2 		$422K Hold
1,290
– – 0.1% 78
2026
Q1 		$379K Buy
1,290
+343
+36% +$104K 0.1% 82
2025
Q4 		$305K Buy
947
+21
+2% +$6.5K 0.08% 94
2025
Q3 		$292K Hold
926
– – 0.08% 91
2025
Q2 		$268K Hold
926
– – 0.08% 91
2025
Q1 		$227K Hold
926
– – 0.07% 97
2024
Q4 		$222K Sell
926
-136
-13% -$31.7K 0.06% 97
2024
Q3 		$224K Sell
1,062
-62
-6% -$13.1K 0.06% 100
2024
Q2 		$227K Hold
1,124
– – 0.07% 100
2024
Q1 		$225K Buy
+1,124
New +$203K 0.07% 100

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

Rock Point Advisors's JPM Position: Q2 2026 in Review

Rock Point Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,290 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #78.

Rock Point Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rock Point Advisors held 1,290 shares of JPMorgan Chase worth $422K as of Q2 2026.
  • Rock Point Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.1% of Rock Point Advisors's portfolio in Q2 2026, its #78 holding.
  • Rock Point Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rock Point Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.