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Rogco LP’s JPMorgan Chase JPM Stock Holding History

Rogco LP’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
Q1 		$1.85M Buy
6,279
+1,004
+19% +$305K 0.62% 26
2025
Q4 		$1.7M Sell
5,275
-125
-2% -$38.7K 0.56% 26
2025
Q3 		$1.7M Sell
5,400
-661
-11% -$197K 0.6% 26
2025
Q2 		$1.76M Sell
6,061
-815
-12% -$208K 0.66% 24
2025
Q1 		$1.69M Sell
6,876
-424
-6% -$108K 0.68% 27
2024
Q4 		$1.75M Sell
7,300
-482
-6% -$112K 0.71% 25
2024
Q3 		$1.64M Sell
7,782
-265
-3% -$55.8K 0.64% 29
2024
Q2 		$1.63M Sell
8,047
-47
-0.6% -$9.19K 0.66% 28
2024
Q1 		$1.62M Sell
8,094
-315
-4% -$56.8K 0.66% 29
2023
Q4 		$1.43M Sell
8,409
-216
-3% -$32.7K 0.63% 31
2023
Q3 		$1.25M Buy
+8,625
New +$1.29M 0.62% 31

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rogco LP's JPM Position: Q1 2026 in Review

Rogco LP increased its JPMorgan Chase (JPM) stake by 19% in Q1 2026, buying an estimated $305K and bringing the position to 6,279 shares worth $1.85M. The position accounts for 0.62% of the portfolio, ranked #26.

Rogco LP first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rogco LP held 6,279 shares of JPMorgan Chase worth $1.85M as of Q1 2026.
  • Rogco LP bought 1,004 JPMorgan Chase shares in Q1 2026, an estimated $305K.
  • JPMorgan Chase made up 0.62% of Rogco LP's portfolio in Q1 2026, its #26 holding.
  • Rogco LP first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rogco LP's 13F filing for Q1 2026, filed 5 May 2026.