RFA
JPM icon

ROI Financial Advisors’s JPMorgan Chase JPM Stock Holding History

ROI Financial 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 		$3.62M Buy
11,059
+122
+1% +$37.9K 1.87% 18
2026
Q1 		$3.22M Buy
10,937
+620
+6% +$188K 1.92% 18
2025
Q4 		$3.32M Buy
10,317
+223
+2% +$69K 1.91% 18
2025
Q3 		$3.18M Buy
10,094
+936
+10% +$278K 1.9% 17
2025
Q2 		$2.66M Buy
9,158
+1,471
+19% +$375K 1.69% 19
2025
Q1 		$1.89M Buy
7,687
+1,030
+15% +$263K 1.37% 20
2024
Q4 		$1.6M Buy
6,657
+430
+7% +$100K 1.09% 24
2024
Q3 		$1.31M Buy
6,227
+591
+10% +$124K 0.91% 30
2024
Q2 		$1.14M Buy
5,636
+362
+7% +$70.8K 0.83% 30
2024
Q1 		$1.06M Sell
5,274
-148
-3% -$26.7K 0.83% 31
2023
Q4 		$922K Buy
+5,422
New +$822K 0.76% 36

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

ROI Financial Advisors's JPM Position: Q2 2026 in Review

ROI Financial Advisors increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $37.9K and bringing the position to 11,059 shares worth $3.62M. The position accounts for 1.87% of the portfolio, ranked #18.

ROI Financial Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • ROI Financial Advisors held 11,059 shares of JPMorgan Chase worth $3.62M as of Q2 2026.
  • ROI Financial Advisors bought 122 JPMorgan Chase shares in Q2 2026, an estimated $37.9K.
  • JPMorgan Chase made up 1.87% of ROI Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • ROI Financial Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.