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Rovin Capital’s JPMorgan Chase JPM Stock Holding History

Rovin Capital’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
2025
Q4 		$1.57M Buy
4,860
+1,307
+37% +$405K 0.42% 56
2025
Q3 		$1.12M Buy
3,553
+276
+8% +$82.1K 0.31% 67
2025
Q2 		$950K Buy
3,277
+187
+6% +$47.7K 0.29% 70
2025
Q1 		$758K Sell
3,090
-18
-0.6% -$4.59K 0.24% 72
2024
Q4 		$745K Buy
3,108
+18
+0.6% +$4.19K 0.27% 66
2024
Q3 		$652K Buy
3,090
+20
+0.7% +$4.21K 0.24% 93
2024
Q2 		$621K Hold
3,070
– – 0.26% 79
2024
Q1 		$615K Hold
3,070
– – 0.25% 82
2023
Q4 		$522K Hold
3,070
– – 0.24% 81
2023
Q3 		$445K Hold
3,070
– – 0.21% 70
2023
Q2 		$446K Sell
3,070
-95
-3% -$13.1K 0.2% 81
2023
Q1 		$412K Sell
3,165
-96
-3% -$13.2K 0.2% 87
2022
Q4 		$437K Sell
3,261
-24
-0.7% -$3.04K 0.22% 78
2022
Q3 		$343K Buy
3,285
+385
+13% +$44.2K 0.2% 87
2022
Q2 		$327K Buy
2,900
+12
+0.4% +$1.49K 0.22% 81
2022
Q1 		$394K Buy
2,888
+19
+0.7% +$2.81K 0.21% 79
2021
Q4 		$454K Hold
2,869
– – 0.22% 74
2021
Q3 		$470K Buy
2,869
+24
+0.8% +$3.76K 0.32% 39
2021
Q2 		$443K Buy
2,845
+46
+2% +$7.22K 0.33% 34
2021
Q1 		$426K Buy
2,799
+30
+1% +$4.32K 0.37% 33
2020
Q4 		$352K Sell
2,769
-45
-2% -$5.03K 0.28% 28
2020
Q3 		$271K Sell
2,814
-870
-24% -$85.4K 0.26% 27
2020
Q2 		$347K Buy
3,684
+792
+27% +$75.1K 0.35% 24
2020
Q1 		$274K Buy
2,892
+890
+44% +$108K 0.29% 28
2019
Q4 		$279K Buy
+2,002
New +$257K 0.24% 32

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rovin Capital's JPM Position: Q4 2025 in Review

Rovin Capital increased its JPMorgan Chase (JPM) stake by 37% in Q4 2025, buying an estimated $405K and bringing the position to 4,860 shares worth $1.57M. The position accounts for 0.42% of the portfolio, ranked #56.

Rovin Capital first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. 5,142 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Rovin Capital held 4,860 shares of JPMorgan Chase worth $1.57M as of Q4 2025.
  • Rovin Capital bought 1,307 JPMorgan Chase shares in Q4 2025, an estimated $405K.
  • JPMorgan Chase made up 0.42% of Rovin Capital's portfolio in Q4 2025, its #56 holding.
  • Rovin Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • 5,142 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.