Rockingstone Advisors
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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
Q3 		$3.8M Sell
11,497
-65
-0.6% -$22.7K 1.53% 24
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 $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Rockingstone Advisors's JPM Position: Q3 2026 in Review

Rockingstone Advisors reduced its JPMorgan Chase (JPM) stake by 0.56% in Q3 2026, selling an estimated $22.7K and leaving 11,497 shares worth $3.8M. The position accounts for 1.53% of the portfolio, ranked #24.

Rockingstone Advisors first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 2,564 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Rockingstone Advisors held 11,497 shares of JPMorgan Chase worth $3.8M as of Q3 2026.
  • Rockingstone Advisors sold 65 JPMorgan Chase shares in Q3 2026, an estimated $22.7K.
  • JPMorgan Chase made up 1.53% of Rockingstone Advisors's portfolio in Q3 2026, its #24 holding.
  • Rockingstone Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • 2,564 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.