Roth Financial Partners’s JPMorgan Chase JPM Stock Holding History

Roth Financial Partners’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	$611K	Hold	1,868	–	–	0.18%	22
2026 Q1	$549K	Sell	1,868 -9	-0.5%	-$2.73K	0.19%	22
2025 Q4	$605K	Hold	1,877	–	–	0.2%	22
2025 Q3	$592K	Hold	1,877	–	–	0.2%	21
2025 Q2	$544K	Hold	1,877	–	–	0.2%	22
2025 Q1	$460K	Hold	1,877	–	–	0.18%	21
2024 Q4	$450K	Hold	1,877	–	–	0.18%	24
2024 Q3	$396K	Hold	1,877	–	–	0.16%	23
2024 Q2	$380K	Hold	1,877	–	–	0.16%	22
2024 Q1	$376K	Buy	1,877 +9	+0.5%	+$1.62K	0.17%	22
2023 Q4	$318K	Buy	1,868 +445	+31%	+$67.4K	0.16%	22
2023 Q3	$206K	Sell	1,423 -219	-13%	-$32.8K	0.13%	22
2023 Q2	$239K	Hold	1,642	–	–	0.15%	20
2023 Q1	$214K	Sell	1,642 -16	-1%	-$2.19K	0.14%	20
2022 Q4	$222K	Sell	1,658 -190	-10%	-$24.1K	0.16%	20
2022 Q3	$193K	Hold	1,848	–	–	0.15%	23
2022 Q2	$208K	Hold	1,848	–	–	0.17%	23
2022 Q1	$252K	Sell	1,848 -81	-4%	-$12K	0.18%	22
2021 Q4	$305K	Hold	1,929	–	–	0.22%	18
2021 Q3	$316K	Hold	1,929	–	–	0.25%	18
2021 Q2	$300K	Hold	1,929	–	–	0.23%	18
2021 Q1	$294K	Hold	1,929	–	–	0.24%	17
2020 Q4	$245K	Buy	+1,929	New	+$216K	0.24%	17

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Roth Financial Partners's JPM Position: Q2 2026 in Review

Roth Financial Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,868 shares worth $611K. The position accounts for 0.18% of the portfolio, ranked #22.

Roth Financial Partners first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Roth Financial Partners held 1,868 shares of JPMorgan Chase worth $611K as of Q2 2026.
Roth Financial Partners left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.18% of Roth Financial Partners's portfolio in Q2 2026, its #22 holding.
Roth Financial Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.