Rockport Wealth
JPM icon

Rockport Wealth’s JPMorgan Chase JPM Stock Holding History

Rockport Wealth’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 		$7.76M Hold
23,443
– – 1.36% 23
2026
Q2 		$7.67M Hold
23,443
– – 1.29% 22
2026
Q1 		$6.9M Buy
23,443
+259
+1% +$78.6K 1.26% 24
2025
Q4 		$7.47M Hold
23,184
– – 1.45% 19
2025
Q3 		$7.31M Sell
23,184
-60
-0.3% -$17.8K 1.49% 19
2025
Q2 		$6.74M Buy
+23,244
New +$5.93M 1.56% 15
2025
Q1 		– Sell
-1,639
Closed -$379K – 58
2024
Q4 		$379K Buy
1,639
+73
+5% +$17K 0.17% 47
2024
Q3 		$330K Hold
1,566
– – 0.09% 52
2024
Q2 		$317K Hold
1,566
– – 0.13% 50
2024
Q1 		$313K Buy
+1,566
New +$283K 0.21% 46

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rockport Wealth's JPM Position: Q3 2026 in Review

Rockport Wealth held its JPMorgan Chase (JPM) position steady in Q3 2026 at 23,443 shares worth $7.76M. The position accounts for 1.36% of the portfolio, ranked #23.

Rockport Wealth first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Rockport Wealth held 23,443 shares of JPMorgan Chase worth $7.76M as of Q3 2026.
  • Rockport Wealth left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 1.36% of Rockport Wealth's portfolio in Q3 2026, its #23 holding.
  • Rockport Wealth first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Rockport Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.