Roxbury Financial
JPM icon

Roxbury Financial’s JPMorgan Chase JPM Stock Holding History

Roxbury Financial’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
Q3 		$2.82M Buy
8,538
+153
+2% +$53.5K 2.17% 10
2026
Q2 		$2.74M Buy
8,385
+68
+0.8% +$21.1K 2.17% 11
2026
Q1 		$2.45M Buy
8,317
+306
+4% +$92.9K 2.2% 11
2025
Q4 		$2.58M Buy
8,011
+31
+0.4% +$9.6K 2.32% 11
2025
Q3 		$2.52M Sell
7,980
-5
-0.1% -$1.49K 2.32% 10
2025
Q2 		$2.31M Sell
7,985
-259
-3% -$66.1K 2.26% 12
2025
Q1 		$2.18M Buy
8,244
+132
+2% +$33.7K 2.13% 12
2024
Q4 		$2.03M Buy
+8,112
New +$1.89M 1.95% 13

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Roxbury Financial's JPM Position: Q3 2026 in Review

Roxbury Financial increased its JPMorgan Chase (JPM) stake by 1.8% in Q3 2026, buying an estimated $53.5K and bringing the position to 8,538 shares worth $2.82M. The position accounts for 2.17% of the portfolio, ranked #10.

Roxbury Financial first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Roxbury Financial held 8,538 shares of JPMorgan Chase worth $2.82M as of Q3 2026.
  • Roxbury Financial bought 153 JPMorgan Chase shares in Q3 2026, an estimated $53.5K.
  • JPMorgan Chase made up 2.17% of Roxbury Financial's portfolio in Q3 2026, its #10 holding.
  • Roxbury Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.