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Rothschild Capital Partners’s JPMorgan Chase JPM Stock Holding History

Rothschild Capital 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
Q1 		$30.3M Buy
103,093
+923
+0.9% +$280K 7.44% 3
2025
Q4 		$32.9M Sell
102,170
-12,714
-11% -$3.94M 7.74% 3
2025
Q3 		$36.2M Buy
114,884
+416
+0.4% +$124K 8.56% 2
2025
Q2 		$33.2M Hold
114,468
– – 8.71% 1
2025
Q1 		$28.1M Buy
114,468
+4,225
+4% +$1.08M 7.35% 2
2024
Q4 		$26.4M Buy
110,243
+5,313
+5% +$1.24M 6.41% 3
2024
Q3 		$22.1M Buy
104,930
+749
+0.7% +$158K 6.17% 4
2024
Q2 		$21.1M Hold
104,181
– – 6.02% 5
2024
Q1 		$20.9M Hold
104,181
– – 6.06% 5
2023
Q4 		$17.7M Buy
104,181
+1,034
+1% +$157K 5.58% 5
2023
Q3 		$15M Hold
103,147
– – 5.85% 5
2023
Q2 		$15M Hold
103,147
– – 5.53% 7
2023
Q1 		$13.4M Buy
103,147
+45
+0% +$6.17K 5.51% 6
2022
Q4 		$13.7M Buy
103,102
+43
+0% +$5.45K 5.81% 4
2022
Q3 		$10.8M Hold
103,059
– – 4.95% 6
2022
Q2 		$11.6M Hold
103,059
– – 4.85% 8
2022
Q1 		$14M Sell
103,059
-4,267
-4% -$630K 4.92% 7
2021
Q4 		$17M Buy
107,326
+2,193
+2% +$360K 5.07% 6
2021
Q3 		$17.2M Sell
105,133
-345
-0.3% -$54.1K 5.5% 5
2021
Q2 		$16.4M Sell
105,478
-3,125
-3% -$491K 5.25% 5
2021
Q1 		$16.5M Sell
108,603
-269
-0.2% -$38.7K 5.59% 5
2020
Q4 		$13.8M Buy
108,872
+2,260
+2% +$253K 4.95% 6
2020
Q3 		$10.3M Hold
106,612
– – 4.06% 8
2020
Q2 		$10M Buy
106,612
+4,340
+4% +$412K 4.19% 9
2020
Q1 		$9.21M Hold
102,272
– – 5.12% 9
2019
Q4 		$14.3M Sell
102,272
-774
-0.8% -$99.3K 6.49% 3
2019
Q3 		$12.1M Hold
103,046
– – 6.11% 6
2019
Q2 		$11.5M Hold
103,046
– – 5.63% 7
2019
Q1 		$10.4M Sell
103,046
-625
-0.6% -$64.4K 5.82% 7
2018
Q4 		$10.1M Buy
103,671
+610
+0.6% +$65K 5.46% 7
2018
Q3 		$11.6M Hold
103,061
– – 5.17% 6
2018
Q2 		$10.7M Sell
103,061
-7,179
-7% -$788K 4.49% 7
2018
Q1 		$12.1M Sell
110,240
-405
-0.4% -$45.9K 4.76% 5
2017
Q4 		$11.8M Sell
110,645
-977
-0.9% -$98.9K 4.64% 5
2017
Q3 		$10.7M Sell
111,622
-9,219
-8% -$850K 4.59% 6
2017
Q2 		$11M Hold
120,841
– – 4.19% 4
2017
Q1 		$10.6M Buy
120,841
+592
+0.5% +$52.2K 4.14% 5
2016
Q4 		$10.4M Sell
120,249
-4,800
-4% -$366K 4.42% 5
2016
Q3 		$8.33M Sell
125,049
-521
-0.4% -$34K 3% 7
2016
Q2 		$7.8M Buy
125,570
+15,670
+14% +$979K 3.01% 9
2016
Q1 		$6.51M Buy
+109,900
New +$6.42M 2.91% 11

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

Rothschild Capital Partners's JPM Position: Q1 2026 in Review

Rothschild Capital Partners increased its JPMorgan Chase (JPM) stake by 0.9% in Q1 2026, buying an estimated $280K and bringing the position to 103,093 shares worth $30.3M. The position accounts for 7.44% of the portfolio, ranked #3.

Rothschild Capital Partners first reported a position in JPM in Q1 2016 and has held it in 41 quarters since. The position peaked at $36.2M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rothschild Capital Partners held 103,093 shares of JPMorgan Chase worth $30.3M as of Q1 2026.
  • Rothschild Capital Partners bought 923 JPMorgan Chase shares in Q1 2026, an estimated $280K.
  • JPMorgan Chase made up 7.44% of Rothschild Capital Partners's portfolio in Q1 2026, its #3 holding.
  • Rothschild Capital Partners first reported a position in JPMorgan Chase in Q1 2016 and has held it in 41 quarters since.
  • Rothschild Capital Partners's JPMorgan Chase position peaked at $36.2M in Q3 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.