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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
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 $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

Rollins Financial Advisors's JPM Position: Q1 2026 in Review

Rollins Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.59% in Q1 2026, selling an estimated $79.8K and leaving 44,290 shares worth $13M. The position accounts for 2.06% of the portfolio, ranked #12.

Rollins Financial Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.4M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rollins Financial Advisors held 44,290 shares of JPMorgan Chase worth $13M as of Q1 2026.
  • Rollins Financial Advisors sold 263 JPMorgan Chase shares in Q1 2026, an estimated $79.8K.
  • JPMorgan Chase made up 2.06% of Rollins Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Rollins Financial Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Rollins Financial Advisors's JPMorgan Chase position peaked at $14.4M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.