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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
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

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

Rockport Wealth's JPM Position: Q2 2026 in Review

Rockport Wealth held its JPMorgan Chase (JPM) position steady in Q2 2026 at 23,443 shares worth $7.67M. The position accounts for 1.29% of the portfolio, ranked #22.

Rockport Wealth first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 2,581 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rockport Wealth held 23,443 shares of JPMorgan Chase worth $7.67M as of Q2 2026.
  • Rockport Wealth left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.29% of Rockport Wealth's portfolio in Q2 2026, its #22 holding.
  • Rockport Wealth first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • 2,581 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.