Roehl & Yi Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Roehl & Yi Investment 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	$2.28M	Buy	6,977 +81	+1%	+$25.2K	0.75%	30
2026 Q1	$2.03M	Buy	6,896 +1,012	+17%	+$307K	0.76%	30
2025 Q4	$1.9M	Buy	5,884 +135	+2%	+$41.8K	0.75%	29
2025 Q3	$1.81M	Sell	5,749 -1,637	-22%	-$487K	0.79%	27
2025 Q2	$2.14M	Sell	7,386 -95	-1%	-$24.2K	1.1%	17
2025 Q1	$1.84M	Buy	7,481 +95	+1%	+$24.2K	1%	18
2024 Q4	$1.77M	Buy	+7,386	New	+$1.72M	0.97%	19

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Roehl & Yi Investment Advisors's JPM Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $25.2K and bringing the position to 6,977 shares worth $2.28M. The position accounts for 0.75% of the portfolio, ranked #30.

Roehl & Yi Investment Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,122 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Roehl & Yi Investment Advisors held 6,977 shares of JPMorgan Chase worth $2.28M as of Q2 2026.
Roehl & Yi Investment Advisors bought 81 JPMorgan Chase shares in Q2 2026, an estimated $25.2K.
JPMorgan Chase made up 0.75% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #30 holding.
Roehl & Yi Investment Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.