RA
JPM icon

Rockingstone Advisors’s JPMorgan Chase JPM Stock Holding History

Rockingstone 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 		$3.78M Buy
11,562
+160
+1% +$49.7K 1.52% 22
2026
Q1 		$3.35M Sell
11,402
-10
-0.1% -$3.04K 1.54% 24
2025
Q4 		$3.68M Buy
11,412
+450
+4% +$139K 1.68% 21
2025
Q3 		$3.46M Sell
10,962
-200
-2% -$59.5K 1.71% 19
2025
Q2 		$3.24M Sell
11,162
-3,540
-24% -$903K 1.7% 22
2025
Q1 		$3.61M Buy
14,702
+255
+2% +$65K 1.62% 25
2024
Q4 		$3.46M Buy
14,447
+183
+1% +$42.6K 1.53% 23
2024
Q3 		$3.01M Buy
14,264
+135
+1% +$28.4K 1.48% 25
2024
Q2 		$2.86M Buy
14,129
+213
+2% +$41.6K 1.47% 26
2024
Q1 		$2.79M Sell
13,916
-40
-0.3% -$7.22K 1.44% 25
2023
Q4 		$2.37M Sell
13,956
-273
-2% -$41.4K 1.33% 27
2023
Q3 		$2.06M Buy
14,229
+496
+4% +$74.4K 1.14% 32
2023
Q2 		$2M Sell
13,733
-75
-0.5% -$10.3K 1.13% 30
2023
Q1 		$1.8M Buy
13,808
+329
+2% +$45.1K 1.1% 37
2022
Q4 		$1.81M Buy
+13,479
New +$1.71M 1.35% 29

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rockingstone Advisors's JPM Position: Q2 2026 in Review

Rockingstone Advisors increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $49.7K and bringing the position to 11,562 shares worth $3.78M. The position accounts for 1.52% of the portfolio, ranked #22.

Rockingstone Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rockingstone Advisors held 11,562 shares of JPMorgan Chase worth $3.78M as of Q2 2026.
  • Rockingstone Advisors bought 160 JPMorgan Chase shares in Q2 2026, an estimated $49.7K.
  • JPMorgan Chase made up 1.52% of Rockingstone Advisors's portfolio in Q2 2026, its #22 holding.
  • Rockingstone Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.