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Rosenblum Silverman Sutton’s JPMorgan Chase JPM Stock Holding History

Rosenblum Silverman Sutton’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 		$6.89M Sell
23,425
-84
-0.4% -$25.5K 1.8% 20
2025
Q4 		$7.57M Sell
23,509
-854
-4% -$264K 1.75% 20
2025
Q3 		$7.68M Sell
24,363
-285
-1% -$84.8K 1.75% 19
2025
Q2 		$7.15M Buy
24,648
+35
+0.1% +$8.93K 1.73% 19
2025
Q1 		$6.04M Buy
24,613
+193
+0.8% +$49.2K 1.66% 21
2024
Q4 		$5.85M Hold
24,420
– – 1.47% 25
2024
Q3 		$5.15M Sell
24,420
-88
-0.4% -$18.5K 1.32% 25
2024
Q2 		$4.96M Sell
24,508
-155
-0.6% -$30.3K 1.33% 24
2024
Q1 		$4.94M Sell
24,663
-615
-2% -$111K 1.4% 25
2023
Q4 		$4.3M Sell
25,278
-1,935
-7% -$293K 1.37% 25
2023
Q3 		$3.95M Buy
27,213
+255
+0.9% +$38.2K 1.34% 28
2023
Q2 		$3.92M Sell
26,958
-467
-2% -$64.2K 1.29% 30
2023
Q1 		$3.57M Sell
27,425
-503
-2% -$68.9K 1.3% 29
2022
Q4 		$3.75M Sell
27,928
-708
-2% -$89.7K 1.36% 28
2022
Q3 		$2.99M Sell
28,636
-1,317
-4% -$151K 1.08% 35
2022
Q2 		$3.37M Buy
29,953
+66
+0.2% +$8.18K 1.1% 34
2022
Q1 		$4.07M Buy
29,887
+518
+2% +$76.5K 1.04% 36
2021
Q4 		$4.65M Sell
29,369
-260
-0.9% -$42.7K 1.05% 37
2021
Q3 		$4.85M Sell
29,629
-335
-1% -$52.5K 1.11% 34
2021
Q2 		$4.66M Buy
29,964
+215
+0.7% +$33.8K 1.05% 32
2021
Q1 		$4.53M Buy
29,749
+1,070
+4% +$154K 1.16% 31
2020
Q4 		$3.64M Buy
28,679
+1,197
+4% +$134K 0.95% 33
2020
Q3 		$2.65M Buy
27,482
+3,505
+15% +$344K 0.74% 34
2020
Q2 		$2.25M Buy
23,977
+2,158
+10% +$205K 0.72% 34
2020
Q1 		$1.96M Sell
21,819
-324
-1% -$39.4K 0.78% 34
2019
Q4 		$3.09M Buy
22,143
+1,705
+8% +$219K 1.13% 32
2019
Q3 		$2.4M Buy
20,438
+235
+1% +$26.6K 0.93% 36
2019
Q2 		$2.26M Sell
20,203
-199
-1% -$21.9K 0.86% 36
2019
Q1 		$2.06M Buy
20,402
+203
+1% +$20.9K 0.82% 37
2018
Q4 		$1.97M Buy
20,199
+611
+3% +$65.1K 0.9% 34
2018
Q3 		$2.21M Sell
19,588
-198
-1% -$22.5K 0.73% 41
2018
Q2 		$2.06M Sell
19,786
-1,421
-7% -$156K 0.71% 41
2018
Q1 		$2.33M Sell
21,207
-681
-3% -$77.1K 0.83% 40
2017
Q4 		$2.34M Sell
21,888
-121
-0.5% -$12.3K 0.84% 38
2017
Q3 		$2.1M Buy
22,009
+66
+0.3% +$6.09K 0.8% 41
2017
Q2 		$2.01M Sell
21,943
-195
-0.9% -$16.8K 0.8% 42
2017
Q1 		$1.95M Sell
22,138
-327
-1% -$28.8K 0.82% 42
2016
Q4 		$1.94M Buy
22,465
+256
+1% +$19.5K 0.92% 40
2016
Q3 		$1.48M Buy
22,209
+125
+0.6% +$8.15K 0.68% 44
2016
Q2 		$1.37M Buy
+22,084
New +$1.38M 0.66% 43
2015
Q4 		$1.41M Sell
21,371
-1,500
-7% -$97.7K 0.64% 46
2015
Q3 		$1.39M Sell
22,871
-1,320
-5% -$86.5K 0.67% 47
2015
Q2 		$1.64M Buy
+24,191
New +$1.58M 0.66% 46
2014
Q4 		$1.52M Sell
24,269
-97
-0.4% -$5.84K 0.65% 46
2014
Q3 		$1.47M Sell
24,366
-8,933
-27% -$522K 0.66% 47
2014
Q2 		$1.92M Sell
33,299
-1,900
-5% -$107K 0.9% 43
2014
Q1 		$2.14M Buy
35,199
+175
+0.5% +$10.1K 1.01% 38
2013
Q4 		$2.05M Buy
35,024
+500
+1% +$27.4K 0.97% 40
2013
Q3 		$1.78M Buy
+34,524
New +$1.85M 0.96% 43

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

Rosenblum Silverman Sutton's JPM Position: Q1 2026 in Review

Rosenblum Silverman Sutton reduced its JPMorgan Chase (JPM) stake by 0.36% in Q1 2026, selling an estimated $25.5K and leaving 23,425 shares worth $6.89M. The position accounts for 1.8% of the portfolio, ranked #20.

Rosenblum Silverman Sutton first reported a position in JPM in Q3 2013 and has held it in 49 quarters since. The position peaked at $7.68M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rosenblum Silverman Sutton held 23,425 shares of JPMorgan Chase worth $6.89M as of Q1 2026.
  • Rosenblum Silverman Sutton sold 84 JPMorgan Chase shares in Q1 2026, an estimated $25.5K.
  • JPMorgan Chase made up 1.8% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #20 holding.
  • Rosenblum Silverman Sutton first reported a position in JPMorgan Chase in Q3 2013 and has held it in 49 quarters since.
  • Rosenblum Silverman Sutton's JPMorgan Chase position peaked at $7.68M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.