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Rockbridge Capital Management’s JPMorgan Chase JPM Stock Holding History

Rockbridge Capital 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 		$793K Hold
2,424
– – 0.51% 19
2026
Q1 		$713K Hold
2,424
– – 0.48% 18
2025
Q4 		$781K Hold
2,424
– – 0.47% 18
2025
Q3 		$765K Hold
2,424
– – 0.45% 19
2025
Q2 		$703K Hold
2,424
– – 0.4% 19
2025
Q1 		$595K Hold
2,424
– – 0.36% 19
2024
Q4 		$581K Buy
+2,424
New +$565K 0.33% 19

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

Rockbridge Capital Management's JPM Position: Q2 2026 in Review

Rockbridge Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,424 shares worth $793K. The position accounts for 0.51% of the portfolio, ranked #19.

Rockbridge Capital Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rockbridge Capital Management held 2,424 shares of JPMorgan Chase worth $793K as of Q2 2026.
  • Rockbridge Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.51% of Rockbridge Capital Management's portfolio in Q2 2026, its #19 holding.
  • Rockbridge Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rockbridge Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.