Rossby Financial
JPM icon

Rossby Financial’s JPMorgan Chase JPM Stock Holding History

Rossby Financial’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
Q3 		$3.44M Buy
10,393
+1,316
+14% +$460K 0.51% 36
2026
Q2 		$2.97M Buy
9,077
+2,124
+31% +$660K 0.54% 34
2026
Q1 		$2.05M Buy
6,953
+1,486
+27% +$451K 0.42% 48
2025
Q4 		$1.76M Sell
5,467
-132
-2% -$40.9K 0.54% 34
2025
Q3 		$1.74M Buy
5,599
+704
+14% +$209K 0.57% 31
2025
Q2 		$1.42M Buy
4,895
+752
+18% +$192K 0.52% 35
2025
Q1 		$1.01M Buy
4,143
+1,212
+41% +$309K 0.43% 45
2024
Q4 		$703K Buy
+2,931
New +$683K 0.43% 55

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Rossby Financial's JPM Position: Q3 2026 in Review

Rossby Financial increased its JPMorgan Chase (JPM) stake by 14% in Q3 2026, buying an estimated $460K and bringing the position to 10,393 shares worth $3.44M. The position accounts for 0.51% of the portfolio, ranked #36.

Rossby Financial first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Rossby Financial held 10,393 shares of JPMorgan Chase worth $3.44M as of Q3 2026.
  • Rossby Financial bought 1,316 JPMorgan Chase shares in Q3 2026, an estimated $460K.
  • JPMorgan Chase made up 0.51% of Rossby Financial's portfolio in Q3 2026, its #36 holding.
  • Rossby Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.