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Ross\Johnson & Associates’s JPMorgan Chase JPM Stock Holding History

Ross\Johnson & Associates’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 		$1.31K Buy
4
+2
+100% +$621 0.02% 83
2026
Q1 		$588 Sell
2
-1
-33% -$303 0.01% 98
2025
Q4 		$967 Buy
3
+1
+50% +$310 0.02% 99
2025
Q3 		$631 Hold
2
– – 0.01% 90
2025
Q2 		$580 Sell
2
-30
-94% -$7.66K 0.01% 93
2025
Q1 		$7.85K Buy
+32
New +$8.16K 0.13% 65

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

Ross\Johnson & Associates's JPM Position: Q2 2026 in Review

Ross\Johnson & Associates increased its JPMorgan Chase (JPM) stake by 100% in Q2 2026, buying an estimated $621 and bringing the position to 4 shares worth $1.31K. The position accounts for 0.02% of the portfolio, ranked #83.

Ross\Johnson & Associates first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.85K in Q1 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ross\Johnson & Associates held 4 shares of JPMorgan Chase worth $1.31K as of Q2 2026.
  • Ross\Johnson & Associates bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.02% of Ross\Johnson & Associates's portfolio in Q2 2026, its #83 holding.
  • Ross\Johnson & Associates first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's JPMorgan Chase position peaked at $7.85K in Q1 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.