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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rockbridge Capital Management's JPM Position: Q1 2026 in Review

Rockbridge Capital Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,424 shares worth $713K. The position accounts for 0.48% of the portfolio, ranked #18.

Rockbridge Capital Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $781K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rockbridge Capital Management held 2,424 shares of JPMorgan Chase worth $713K as of Q1 2026.
  • Rockbridge Capital Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.48% of Rockbridge Capital Management's portfolio in Q1 2026, its #18 holding.
  • Rockbridge Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Rockbridge Capital Management's JPMorgan Chase position peaked at $781K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rockbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.