RIL
JPM icon

Rothschild Investment LLC’s JPMorgan Chase JPM Stock Holding History

Rothschild Investment LLC’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 		$42M Sell
142,747
-219
-0.2% -$66.5K 2.19% 4
2025
Q4 		$46.1M Sell
142,966
-2,340
-2% -$724K 2.53% 4
2025
Q3 		$45.8M Sell
145,306
-1,728
-1% -$514K 2.59% 3
2025
Q2 		$42.6M Sell
147,034
-2,111
-1% -$539K 2.67% 3
2025
Q1 		$36.6M Sell
149,145
-1,716
-1% -$437K 2.45% 3
2024
Q4 		$36.2M Sell
150,861
-3,348
-2% -$780K 2.37% 3
2024
Q3 		$32.5M Sell
154,209
-2,723
-2% -$574K 2.13% 3
2024
Q2 		$31.7M Sell
156,932
-7,479
-5% -$1.46M 2.21% 5
2024
Q1 		$32.9M Sell
164,411
-6,622
-4% -$1.19M 2.38% 3
2023
Q4 		$29.1M Buy
171,033
+5,975
+4% +$905K 2.44% 2
2023
Q3 		$23.9M Buy
165,058
+2,572
+2% +$386K 2.02% 2
2023
Q2 		$23.6M Buy
162,486
+1,461
+0.9% +$201K 1.97% 4
2023
Q1 		$21M Buy
161,025
+1,136
+0.7% +$156K 1.84% 4
2022
Q4 		$21.4M Sell
159,889
-670
-0.4% -$84.9K 1.97% 3
2022
Q3 		$16.8M Sell
160,559
-3,317
-2% -$381K 1.66% 7
2022
Q2 		$18.5M Buy
163,876
+4,585
+3% +$568K 1.7% 7
2022
Q1 		$21.7M Sell
159,291
-138
-0.1% -$20.4K 1.71% 5
2021
Q4 		$25.2M Sell
159,429
-665
-0.4% -$109K 1.96% 2
2021
Q3 		$26.2M Sell
160,094
-8,286
-5% -$1.3M 2.2% 2
2021
Q2 		$26.2M Buy
168,380
+694
+0.4% +$109K 2.08% 2
2021
Q1 		$25.5M Sell
167,686
-2,323
-1% -$334K 2.2% 2
2020
Q4 		$21.6M Buy
170,009
+218
+0.1% +$24.4K 2.08% 2
2020
Q3 		$16.3M Buy
169,791
+9,049
+6% +$889K 1.78% 7
2020
Q2 		$15.1M Sell
160,742
-8,465
-5% -$803K 1.82% 6
2020
Q1 		$15.2M Buy
169,207
+9,869
+6% +$1.2M 1.99% 5
2019
Q4 		$22.2M Sell
159,338
-5,311
-3% -$681K 2.21% 2
2019
Q3 		$19.4M Buy
164,649
+790
+0.5% +$89.4K 2.26% 2
2019
Q2 		$18.3M Buy
163,859
+4,941
+3% +$545K 2.16% 2
2019
Q1 		$16.1M Sell
158,918
-225
-0.1% -$23.2K 1.89% 2
2018
Q4 		$15.5M Buy
159,143
+3,773
+2% +$402K 2.08% 3
2018
Q3 		$17.5M Sell
155,370
-1,159
-0.7% -$132K 2.07% 2
2018
Q2 		$16.3M Sell
156,529
-233
-0.1% -$25.6K 2.05% 2
2018
Q1 		$17.2M Sell
156,762
-73,249
-32% -$8.29M 2.21% 2
2017
Q4 		$24.6M Sell
230,011
-4,736
-2% -$480K 2.67% 2
2017
Q3 		$22.4M Sell
234,747
-122
-0.1% -$11.3K 2.54% 2
2017
Q2 		$21.5M Sell
234,869
-11,075
-5% -$956K 2.44% 2
2017
Q1 		$21.6M Buy
245,944
+3,980
+2% +$351K 2.51% 2
2016
Q4 		$20.9M Sell
241,964
-18,904
-7% -$1.44M 2.51% 2
2016
Q3 		$17.4M Sell
260,868
-4,208
-2% -$274K 2.13% 2
2016
Q2 		$16.5M Buy
265,076
+667
+0.3% +$41.7K 2.1% 2
2016
Q1 		$15.7M Sell
264,409
-760
-0.3% -$44.4K 2.01% 2
2015
Q4 		$17.5M Buy
265,169
+14,613
+6% +$952K 2.23% 2
2015
Q3 		$15.3M Sell
250,556
-8,514
-3% -$558K 2.01% 3
2015
Q2 		$17.6M Sell
259,070
-21,544
-8% -$1.41M 2.04% 3
2015
Q1 		$17M Sell
280,614
-753
-0.3% -$44.6K 1.99% 4
2014
Q4 		$17.6M Sell
281,367
-434
-0.2% -$26.1K 2.1% 4
2014
Q3 		$17M Buy
281,801
+2,872
+1% +$168K 2.07% 4
2014
Q2 		$16.1M Sell
278,929
-1,600
-0.6% -$90K 2.05% 5
2014
Q1 		$17M Buy
280,529
+805
+0.3% +$46.5K 2.3% 4
2013
Q4 		$16.4M Sell
279,724
-4,512
-2% -$247K 2.23% 4
2013
Q3 		$14.7M Sell
284,236
-5,445
-2% -$292K 2.17% 4
2013
Q2 		$15.3M Buy
+289,681
New +$14.7M 2.49% 4

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 Investment LLC's JPM Position: Q1 2026 in Review

Rothschild Investment LLC reduced its JPMorgan Chase (JPM) stake by 0.15% in Q1 2026, selling an estimated $66.5K and leaving 142,747 shares worth $42M. The position accounts for 2.19% of the portfolio, ranked #4.

Rothschild Investment LLC first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.1M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rothschild Investment LLC held 142,747 shares of JPMorgan Chase worth $42M as of Q1 2026.
  • Rothschild Investment LLC sold 219 JPMorgan Chase shares in Q1 2026, an estimated $66.5K.
  • JPMorgan Chase made up 2.19% of Rothschild Investment LLC's portfolio in Q1 2026, its #4 holding.
  • Rothschild Investment LLC first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's JPMorgan Chase position peaked at $46.1M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.