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Roman Butler Fullerton & Co’s JPMorgan Chase JPM Stock Holding History

Roman Butler Fullerton & Co’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 		$3.92M Buy
11,708
+45
+0.4% +$14K 0.93% 19
2026
Q1 		$3.59M Sell
11,663
-35
-0.3% -$10.6K 0.99% 19
2025
Q4 		$3.55M Buy
11,698
+52
+0.4% +$16.1K 0.93% 20
2025
Q3 		$3.56M Buy
11,646
+200
+2% +$59.5K 0.95% 23
2025
Q2 		$3.42M Sell
11,446
-168
-1% -$42.9K 1.01% 24
2025
Q1 		$2.71M Buy
11,614
+372
+3% +$94.8K 1.05% 23
2024
Q4 		$2.99M Sell
11,242
-566
-5% -$132K 0.95% 26
2024
Q3 		$2.63M Buy
11,808
+27
+0.2% +$5.69K 0.79% 28
2024
Q2 		$2.45M Buy
11,781
+151
+1% +$29.5K 0.79% 30
2024
Q1 		$2.2M Sell
11,630
-23
-0.2% -$4.15K 0.83% 26
2023
Q4 		$2.01M Buy
11,653
+299
+3% +$45.3K 0.78% 31
2023
Q3 		$1.68M Buy
11,354
+139
+1% +$20.8K 0.79% 33
2023
Q2 		$1.73M Sell
11,215
-394
-3% -$54.2K 0.79% 31
2023
Q1 		$1.6M Buy
11,609
+49
+0.4% +$6.71K 0.8% 28
2022
Q4 		$1.63M Buy
11,560
+761
+7% +$96.4K 0.84% 29
2022
Q3 		$1.1M Buy
10,799
+371
+4% +$42.6K 0.7% 38
2022
Q2 		$1.18M Sell
10,428
-103
-1% -$12.8K 0.65% 41
2022
Q1 		$1.44M Sell
10,531
-214
-2% -$31.6K 0.66% 41
2021
Q4 		$1.7M Buy
10,745
+40
+0.4% +$6.57K 0.75% 40
2021
Q3 		$1.78M Sell
10,705
-10
-0.1% -$1.57K 0.83% 35
2021
Q2 		$1.67M Buy
10,715
+270
+3% +$42.4K 0.81% 33
2021
Q1 		$1.59M Sell
10,445
-333
-3% -$47.9K 0.79% 31
2020
Q4 		$1.37M Buy
10,778
+28
+0.3% +$3.13K 0.81% 30
2020
Q3 		$1.03M Buy
10,750
+1,918
+22% +$188K 0.68% 47
2020
Q2 		$831K Buy
8,832
+239
+3% +$22.7K 0.59% 59
2020
Q1 		$774K Sell
8,593
-941
-10% -$114K 0.68% 52
2019
Q4 		$1.33M Sell
9,534
-13
-0.1% -$1.67K 0.88% 30
2019
Q3 		$1.12M Sell
9,547
-220
-2% -$24.9K 0.78% 35
2019
Q2 		$1.09M Buy
9,767
+235
+2% +$25.9K 0.73% 38
2019
Q1 		$968K Buy
9,532
+451
+5% +$46.5K 0.68% 42
2018
Q4 		$912K Buy
+9,081
New +$968K 0.78% 37

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Roman Butler Fullerton & Co's JPM Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its JPMorgan Chase (JPM) stake by 0.39% in Q2 2026, buying an estimated $14K and bringing the position to 11,708 shares worth $3.92M. The position accounts for 0.93% of the portfolio, ranked #19.

Roman Butler Fullerton & Co first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Roman Butler Fullerton & Co held 11,708 shares of JPMorgan Chase worth $3.92M as of Q2 2026.
  • Roman Butler Fullerton & Co bought 45 JPMorgan Chase shares in Q2 2026, an estimated $14K.
  • JPMorgan Chase made up 0.93% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #19 holding.
  • Roman Butler Fullerton & Co first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.