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Rockline Wealth Management’s JPMorgan Chase JPM Stock Holding History

Rockline Wealth 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 		$10.9M Sell
33,212
-1,143
-3% -$355K 2.08% 10
2026
Q1 		$10.1M Sell
34,355
-799
-2% -$242K 2.2% 9
2025
Q4 		$11.3M Buy
35,154
+858
+3% +$266K 2.31% 9
2025
Q3 		$10.8M Buy
34,296
+255
+0.7% +$75.8K 2.24% 10
2025
Q2 		$9.87M Buy
34,041
+114
+0.3% +$29.1K 2.34% 10
2025
Q1 		$8.32M Buy
33,927
+749
+2% +$191K 2.32% 10
2024
Q4 		$7.95M Buy
33,178
+1,215
+4% +$283K 2.13% 9
2024
Q3 		$6.74M Buy
31,963
+772
+2% +$163K 1.9% 10
2024
Q2 		$6.31M Buy
31,191
+773
+3% +$151K 1.95% 10
2024
Q1 		$6.09M Buy
30,418
+544
+2% +$98.2K 2.13% 7
2023
Q4 		$5.08M Buy
+29,874
New +$4.53M 2.11% 7

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Rockline Wealth Management's JPM Position: Q2 2026 in Review

Rockline Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, selling an estimated $355K and leaving 33,212 shares worth $10.9M. The position accounts for 2.08% of the portfolio, ranked #10.

Rockline Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q4 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rockline Wealth Management held 33,212 shares of JPMorgan Chase worth $10.9M as of Q2 2026.
  • Rockline Wealth Management sold 1,143 JPMorgan Chase shares in Q2 2026, an estimated $355K.
  • JPMorgan Chase made up 2.08% of Rockline Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Rockline Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's JPMorgan Chase position peaked at $11.3M in Q4 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.