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Rowlandmiller & Partners’s JPMorgan Chase JPM Stock Holding History

Rowlandmiller & 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 		$8.21M Sell
25,078
-729
-3% -$226K 1.5% 22
2026
Q1 		$7.59M Buy
25,807
+214
+0.8% +$64.9K 1.54% 20
2025
Q4 		$8.25M Buy
25,593
+172
+0.7% +$53.3K 1.59% 19
2025
Q3 		$8.02M Buy
25,421
+305
+1% +$90.7K 1.58% 20
2025
Q2 		$7.28M Buy
25,116
+15
+0.1% +$3.83K 1.5% 19
2025
Q1 		$6.16M Buy
25,101
+351
+1% +$89.5K 1.3% 22
2024
Q4 		$5.93M Sell
24,750
-163
-0.7% -$38K 1.24% 24
2024
Q3 		$5.25M Buy
24,913
+180
+0.7% +$37.9K 1.07% 27
2024
Q2 		$5M Sell
24,733
-1,230
-5% -$240K 1.09% 29
2024
Q1 		$5.2M Buy
25,963
+330
+1% +$59.5K 1.1% 31
2023
Q4 		$4.36M Buy
25,633
+300
+1% +$45.5K 1% 33
2023
Q3 		$3.67M Buy
25,333
+1,496
+6% +$224K 0.91% 34
2023
Q2 		$3.47M Buy
23,837
+1,751
+8% +$241K 0.82% 37
2023
Q1 		$2.88M Hold
22,086
– – 0.7% 42
2022
Q4 		$2.98M Hold
22,086
– – 0.74% 40
2022
Q3 		$2.31M Buy
22,086
+789
+4% +$90.5K 0.62% 43
2022
Q2 		$2.4M Buy
21,297
+155
+0.7% +$19.2K 0.61% 43
2022
Q1 		$2.88M Buy
21,142
+340
+2% +$50.2K 0.67% 44
2021
Q4 		$3.29M Buy
20,802
+5,527
+36% +$908K 0.74% 41
2021
Q3 		$1.44M Sell
15,275
-4,738
-24% -$743K 0.49% 51
2021
Q2 		$3.11M Hold
20,013
– – 0.77% 39
2021
Q1 		$3.05M Hold
20,013
– – 0.8% 38
2020
Q4 		$2.54M Buy
20,013
+7,954
+66% +$889K 0.72% 40
2020
Q3 		$1.09M Sell
12,059
-3,216
-21% -$316K 0.44% 53
2020
Q2 		$1.44M Buy
15,275
+3,216
+27% +$305K 0.49% 51
2020
Q1 		$1.09M Buy
12,059
+1,187
+11% +$144K 0.44% 53
2019
Q4 		$1.52M Buy
10,872
+375
+4% +$48.1K 0.47% 53
2019
Q3 		$1.23M Buy
10,497
+263
+3% +$29.7K 0.42% 56
2019
Q2 		$1.14M Buy
10,234
+83
+0.8% +$9.15K 0.4% 57
2019
Q1 		$1.03M Buy
10,151
+9
+0.1% +$927 0.37% 58
2018
Q4 		$990K Sell
10,142
-59,882
-86% -$6.38M 0.4% 57
2018
Q3 		$9.68M Buy
70,024
+62,078
+781% +$7.05M 3.5% 6
2018
Q2 		$828K Sell
7,946
-495
-6% -$54.3K 0.32% 59
2018
Q1 		$927K Sell
8,441
-100
-1% -$11.3K 0.37% 57
2017
Q4 		$919K Sell
8,541
-75
-0.9% -$7.59K 0.36% 54
2017
Q3 		$822K Buy
8,616
+830
+11% +$76.5K 0.34% 56
2017
Q2 		$713K Sell
7,786
-250
-3% -$21.6K 0.3% 59
2017
Q1 		$706K Sell
8,036
-1,290
-14% -$114K 0.31% 58
2016
Q4 		$802K Hold
9,326
– – 0.36% 55
2016
Q3 		$621K Sell
9,326
-485
-5% -$31.6K 0.29% 57
2016
Q2 		$603K Buy
9,811
+435
+5% +$27.2K 0.28% 59
2016
Q1 		$555K Sell
9,376
-95
-1% -$5.55K 0.26% 64
2015
Q4 		$599K Hold
9,471
– – 0.3% 62
2015
Q3 		$570K Sell
9,471
-500
-5% -$32.7K 0.3% 61
2015
Q2 		$676K Hold
9,971
– – 0.34% 59
2015
Q1 		$602K Buy
9,971
+465
+5% +$27.5K 0.3% 63
2014
Q4 		$595K Buy
+9,506
New +$572K 0.29% 62

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rowlandmiller & Partners's JPM Position: Q2 2026 in Review

Rowlandmiller & Partners reduced its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, selling an estimated $226K and leaving 25,078 shares worth $8.21M. The position accounts for 1.5% of the portfolio, ranked #22.

Rowlandmiller & Partners first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.68M in Q3 2018. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rowlandmiller & Partners held 25,078 shares of JPMorgan Chase worth $8.21M as of Q2 2026.
  • Rowlandmiller & Partners sold 729 JPMorgan Chase shares in Q2 2026, an estimated $226K.
  • JPMorgan Chase made up 1.5% of Rowlandmiller & Partners's portfolio in Q2 2026, its #22 holding.
  • Rowlandmiller & Partners first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • Rowlandmiller & Partners's JPMorgan Chase position peaked at $9.68M in Q3 2018.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.