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Roffman Miller Associates’s JPMorgan Chase JPM Stock Holding History

Roffman Miller Associates’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 		$74.4M Sell
227,318
-4,384
-2% -$1.36M 3.89% 5
2026
Q1 		$68.2M Sell
231,702
-11,379
-5% -$3.45M 3.93% 4
2025
Q4 		$78.3M Sell
243,081
-7,821
-3% -$2.42M 4.28% 4
2025
Q3 		$79.1M Sell
250,902
-6,328
-2% -$1.88M 4.43% 4
2025
Q2 		$74.6M Sell
257,230
-2,305
-0.9% -$588K 4.45% 3
2025
Q1 		$63.7M Sell
259,535
-6,774
-3% -$1.73M 4.01% 4
2024
Q4 		$63.8M Sell
266,309
-10,534
-4% -$2.45M 3.93% 4
2024
Q3 		$58.4M Sell
276,843
-1,438
-0.5% -$303K 3.56% 4
2024
Q2 		$56.3M Sell
278,281
-3,118
-1% -$610K 3.71% 4
2024
Q1 		$56.4M Sell
281,399
-11,124
-4% -$2.01M 3.77% 4
2023
Q4 		$49.8M Sell
292,523
-1,033
-0.4% -$157K 3.55% 5
2023
Q3 		$42.6M Sell
293,556
-478
-0.2% -$71.7K 3.37% 6
2023
Q2 		$42.8M Sell
294,034
-990
-0.3% -$136K 3.22% 7
2023
Q1 		$38.4M Buy
295,024
+55
+0% +$7.54K 3.07% 10
2022
Q4 		$39.6M Buy
294,969
+259
+0.1% +$32.8K 3.26% 10
2022
Q3 		$30.8M Buy
294,710
+4,174
+1% +$479K 2.81% 12
2022
Q2 		$32.7M Buy
290,536
+5,177
+2% +$641K 2.83% 10
2022
Q1 		$38.9M Sell
285,359
-3,909
-1% -$577K 2.89% 10
2021
Q4 		$45.8M Sell
289,268
-2,480
-0.9% -$407K 3.1% 7
2021
Q3 		$47.8M Sell
291,748
-253,809
-47% -$39.8M 3.55% 6
2021
Q2 		$44.8M Buy
545,557
+41,487
+8% +$6.52M 3.4% 6
2021
Q1 		$43.7M Buy
504,070
+93,519
+23% +$13.5M 3.63% 5
2020
Q4 		$36.3M Buy
410,551
+121,251
+42% +$13.6M 3.15% 7
2020
Q3 		$27.9M Buy
289,300
+1,045
+0.4% +$103K 2.7% 15
2020
Q2 		$27.1M Buy
288,255
+4,351
+2% +$413K 2.7% 13
2020
Q1 		$25.6M Buy
283,904
+3,031
+1% +$368K 3.2% 10
2019
Q4 		$39.2M Sell
280,873
-395
-0.1% -$50.7K 3.92% 3
2019
Q3 		$33.1M Sell
281,268
-2,738
-1% -$310K 3.47% 6
2019
Q2 		$31.8M Buy
284,006
+3,890
+1% +$429K 3.41% 7
2019
Q1 		$28.4M Buy
280,116
+3,620
+1% +$373K 3.23% 9
2018
Q4 		$27M Buy
276,496
+379
+0.1% +$40.4K 3.52% 6
2018
Q3 		$31.2M Sell
276,117
-223
-0.1% -$25.3K 3.46% 6
2018
Q2 		$28.8M Sell
276,340
-1,635
-0.6% -$179K 3.52% 5
2018
Q1 		$30.6M Sell
277,975
-269
-0.1% -$30.5K 3.88% 3
2017
Q4 		$29.8M Sell
278,244
-1,744
-0.6% -$177K 3.67% 4
2017
Q3 		$26.7M Buy
279,988
+660
+0.2% +$60.9K 3.53% 4
2017
Q2 		$25.5M Buy
279,328
+4,445
+2% +$384K 3.5% 5
2017
Q1 		$24.1M Buy
274,883
+156
+0.1% +$13.8K 3.42% 4
2016
Q4 		$23.7M Sell
274,727
-338
-0.1% -$25.8K 3.58% 2
2016
Q3 		$18.3M Buy
275,065
+3,936
+1% +$257K 2.96% 6
2016
Q2 		$16.8M Buy
271,129
+16,813
+7% +$1.05M 2.76% 13
2016
Q1 		$15.1M Buy
254,316
+16,024
+7% +$936K 2.58% 15
2015
Q4 		$15.7M Buy
238,292
+6,304
+3% +$410K 2.88% 8
2015
Q3 		$14.1M Buy
231,988
+7,085
+3% +$464K 2.77% 9
2015
Q2 		$15.2M Buy
224,903
+1,472
+0.7% +$96.1K 2.89% 8
2015
Q1 		$13.5M Buy
223,431
+2,760
+1% +$163K 2.59% 12
2014
Q4 		$13.8M Buy
220,671
+2,154
+1% +$130K 2.69% 12
2014
Q3 		$13.2M Buy
218,517
+3,404
+2% +$199K 2.7% 11
2014
Q2 		$12.4M Buy
215,113
+5,619
+3% +$316K 2.61% 11
2014
Q1 		$12.7M Buy
209,494
+29,080
+16% +$1.68M 2.82% 10
2013
Q4 		$10.6M Buy
180,414
+6,086
+3% +$333K 2.43% 15
2013
Q3 		$9.01M Buy
174,328
+7,160
+4% +$384K 2.28% 17
2013
Q2 		$8.82M Buy
+167,168
New +$8.5M 2.36% 15

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Roffman Miller Associates's JPM Position: Q2 2026 in Review

Roffman Miller Associates reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $1.36M and leaving 227,318 shares worth $74.4M. The position accounts for 3.89% of the portfolio, ranked #5.

Roffman Miller Associates first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $79.1M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Roffman Miller Associates held 227,318 shares of JPMorgan Chase worth $74.4M as of Q2 2026.
  • Roffman Miller Associates sold 4,384 JPMorgan Chase shares in Q2 2026, an estimated $1.36M.
  • JPMorgan Chase made up 3.89% of Roffman Miller Associates's portfolio in Q2 2026, its #5 holding.
  • Roffman Miller Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Roffman Miller Associates's JPMorgan Chase position peaked at $79.1M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.