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Rockbridge Investment Management’s JPMorgan Chase JPM Stock Holding History

Rockbridge Investment 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 		$564K Sell
1,723
-171
-9% -$53.1K 0.05% 90
2026
Q1 		$557K Buy
1,894
+233
+14% +$70.7K 0.05% 91
2025
Q4 		$535K Sell
1,661
-648
-28% -$201K 0.05% 89
2025
Q3 		$728K Sell
2,309
-178
-7% -$52.9K 0.07% 76
2025
Q2 		$721K Sell
2,487
-22
-0.9% -$5.61K 0.08% 73
2025
Q1 		$615K Buy
2,509
+671
+37% +$171K 0.07% 72
2024
Q4 		$441K Buy
1,838
+41
+2% +$9.55K 0.06% 93
2024
Q3 		$379K Sell
1,797
-23
-1% -$4.84K 0.05% 98
2024
Q2 		$368K Buy
1,820
+97
+6% +$19K 0.05% 89
2024
Q1 		$345K Hold
1,723
– – 0.05% 93
2023
Q4 		$293K Sell
1,723
-40
-2% -$6.06K 0.04% 95
2023
Q3 		$256K Hold
1,763
– – 0.05% 94
2023
Q2 		$256K Hold
1,763
– – 0.05% 96
2023
Q1 		$230K Sell
1,763
-55
-3% -$7.54K 0.04% 99
2022
Q4 		$244K Buy
+1,818
New +$230K 0.05% 96
2022
Q3 		– Sell
-830
Closed -$93.5K – 365
2022
Q2 		$93.5K Sell
830
-1,275
-61% -$158K 0.02% 168
2022
Q1 		$285K Buy
2,105
+86
+4% +$12.7K 0.04% 124
2021
Q4 		$320K Buy
2,019
+125
+7% +$20.5K 0.05% 129
2021
Q3 		$310K Buy
1,894
+4
+0.2% +$627 0.05% 119
2021
Q2 		$294K Buy
1,890
+37
+2% +$5.81K 0.05% 121
2021
Q1 		$282K Sell
1,853
-404
-18% -$58.1K 0.05% 116
2020
Q4 		$287K Sell
2,257
-1,676
-43% -$187K 0.06% 115
2020
Q3 		$379K Buy
3,933
+996
+34% +$97.8K 0.09% 95
2020
Q2 		$276K Buy
+2,937
New +$279K 0.07% 105

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 Investment Management's JPM Position: Q2 2026 in Review

Rockbridge Investment Management reduced its JPMorgan Chase (JPM) stake by 9% in Q2 2026, selling an estimated $53.1K and leaving 1,723 shares worth $564K. The position accounts for 0.05% of the portfolio, ranked #90.

Rockbridge Investment Management first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. The position peaked at $728K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rockbridge Investment Management held 1,723 shares of JPMorgan Chase worth $564K as of Q2 2026.
  • Rockbridge Investment Management sold 171 JPMorgan Chase shares in Q2 2026, an estimated $53.1K.
  • JPMorgan Chase made up 0.05% of Rockbridge Investment Management's portfolio in Q2 2026, its #90 holding.
  • Rockbridge Investment Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's JPMorgan Chase position peaked at $728K in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.