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Rollins Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Rollins 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 		$14.5M Sell
44,211
-79
-0.2% -$24.5K 1.91% 13
2026
Q1 		$13M Sell
44,290
-263
-0.6% -$79.8K 2.06% 12
2025
Q4 		$14.4M Buy
44,553
+1,111
+3% +$344K 2.11% 12
2025
Q3 		$13.7M Sell
43,442
-508
-1% -$151K 2.07% 12
2025
Q2 		$12.7M Buy
43,950
+1,959
+5% +$500K 2.03% 12
2025
Q1 		$10.3M Buy
41,991
+11,325
+37% +$2.89M 1.79% 12
2024
Q4 		$7.35M Buy
30,666
+5,606
+22% +$1.31M 1.15% 19
2024
Q3 		$5.28M Buy
25,060
+491
+2% +$103K 0.88% 21
2024
Q2 		$4.97M Buy
24,569
+6,738
+38% +$1.32M 0.85% 21
2024
Q1 		$3.57M Buy
17,831
+2,932
+20% +$529K 0.67% 26
2023
Q4 		$2.53M Buy
+14,899
New +$2.26M 0.53% 28

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

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

Rollins Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, selling an estimated $24.5K and leaving 44,211 shares worth $14.5M. The position accounts for 1.91% of the portfolio, ranked #13.

Rollins Financial Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rollins Financial Advisors held 44,211 shares of JPMorgan Chase worth $14.5M as of Q2 2026.
  • Rollins Financial Advisors sold 79 JPMorgan Chase shares in Q2 2026, an estimated $24.5K.
  • JPMorgan Chase made up 1.91% of Rollins Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Rollins Financial Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.