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Romano Brothers & Co’s JPMorgan Chase JPM Stock Holding History

Romano Brothers & 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 		$8.89M Buy
27,161
+27
+0.1% +$8.38K 0.89% 27
2026
Q1 		$7.98M Sell
27,134
-158
-0.6% -$48K 0.91% 24
2025
Q4 		$8.79M Sell
27,292
-427
-2% -$132K 1% 21
2025
Q3 		$8.74M Sell
27,719
-278
-1% -$82.7K 1% 22
2025
Q2 		$8.12M Sell
27,997
-169
-0.6% -$43.1K 1% 23
2025
Q1 		$6.91M Sell
28,166
-755
-3% -$192K 0.89% 24
2024
Q4 		$6.93M Sell
28,921
-712
-2% -$166K 0.87% 28
2024
Q3 		$6.25M Buy
29,633
+421
+1% +$88.7K 0.78% 34
2024
Q2 		$5.91M Sell
29,212
-184
-0.6% -$36K 0.82% 32
2024
Q1 		$5.89M Sell
29,396
-419
-1% -$75.6K 0.81% 34
2023
Q4 		$5.07M Sell
29,815
-1,990
-6% -$302K 0.76% 40
2023
Q3 		$4.61M Buy
31,805
+252
+0.8% +$37.8K 0.72% 41
2023
Q2 		$4.59M Buy
31,553
+331
+1% +$45.5K 0.68% 44
2023
Q1 		$4.07M Sell
31,222
-1,520
-5% -$208K 0.63% 48
2022
Q4 		$4.39M Buy
32,742
+587
+2% +$74.4K 0.67% 45
2022
Q3 		$3.36M Buy
+32,155
New +$3.69M 0.54% 59

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Romano Brothers & Co's JPM Position: Q2 2026 in Review

Romano Brothers & Co increased its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, buying an estimated $8.38K and bringing the position to 27,161 shares worth $8.89M. The position accounts for 0.89% of the portfolio, ranked #27.

Romano Brothers & Co first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. 1,989 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Romano Brothers & Co held 27,161 shares of JPMorgan Chase worth $8.89M as of Q2 2026.
  • Romano Brothers & Co bought 27 JPMorgan Chase shares in Q2 2026, an estimated $8.38K.
  • JPMorgan Chase made up 0.89% of Romano Brothers & Co's portfolio in Q2 2026, its #27 holding.
  • Romano Brothers & Co first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
  • 1,989 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.