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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
Q2 		$2.05M Sell
6,268
-11
-0.2% -$3.42K 0.63% 25
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Rogco LP's JPM Position: Q2 2026 in Review

Rogco LP reduced its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, selling an estimated $3.42K and leaving 6,268 shares worth $2.05M. The position accounts for 0.63% of the portfolio, ranked #25.

Rogco LP first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rogco LP held 6,268 shares of JPMorgan Chase worth $2.05M as of Q2 2026.
  • Rogco LP sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.63% of Rogco LP's portfolio in Q2 2026, its #25 holding.
  • Rogco LP first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.