Curi RMB Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $120M | Sell |
407,680
-3,560
| -0.9% | -$1.08M | 2.13% | 4 |
|
|
2025
Q4 | $133M | Sell |
411,240
-1,316
| -0.3% | -$407K | 2.3% | 4 |
|
|
2025
Q3 | $130M | Sell |
412,556
-5,814
| -1% | -$1.73M | 2.39% | 4 |
|
|
2025
Q2 | $121M | Buy |
418,370
+48,806
| +13% | +$12.5M | 2.3% | 4 |
|
|
2025
Q1 | $90.7M | Sell |
369,564
-15,129
| -4% | -$3.86M | 2.24% | 3 |
|
|
2024
Q4 | $92.2M | Sell |
384,693
-23,799
| -6% | -$5.54M | 2.12% | 3 |
|
|
2024
Q3 | $86.1M | Buy |
408,492
+1,856
| +0.5% | +$391K | 1.96% | 4 |
|
|
2024
Q2 | $82.2M | Sell |
406,636
-29,041
| -7% | -$5.68M | 1.97% | 3 |
|
|
2024
Q1 | $87.3M | Buy |
435,677
+72,500
| +20% | +$13.1M | 2% | 2 |
|
|
2023
Q4 | $61.8M | Sell |
363,177
-20,735
| -5% | -$3.14M | 1.89% | 5 |
|
|
2023
Q3 | $55.7M | Sell |
383,912
-2,204
| -0.6% | -$330K | 1.9% | 4 |
|
|
2023
Q2 | $56.2M | Sell |
386,116
-30,143
| -7% | -$4.15M | 1.84% | 4 |
|
|
2023
Q1 | $54.2M | Buy |
416,259
+14,428
| +4% | +$1.98M | 1.89% | 4 |
|
|
2022
Q4 | $53.9M | Buy |
401,831
+5,842
| +1% | +$740K | 1.92% | 4 |
|
|
2022
Q3 | $41.4M | Buy |
395,989
+17,424
| +5% | +$2M | 1.54% | 6 |
|
|
2022
Q2 | $42.6M | Buy |
378,565
+4,180
| +1% | +$518K | 1.47% | 11 |
|
|
2022
Q1 | $51M | Buy |
374,385
+10,115
| +3% | +$1.49M | 1.61% | 9 |
|
|
2021
Q4 | $57.7M | Sell |
364,270
-1,485
| -0.4% | -$244K | 1.74% | 7 |
|
|
2021
Q3 | $59.9M | Buy |
365,755
+6,426
| +2% | +$1.01M | 1.97% | 4 |
|
|
2021
Q2 | $55.9M | Buy |
359,329
+4,661
| +1% | +$732K | 1.87% | 5 |
|
|
2021
Q1 | $54M | Buy |
354,668
+2,207
| +0.6% | +$318K | 2% | 3 |
|
|
2020
Q4 | $44.8M | Buy |
352,461
+29,807
| +9% | +$3.33M | 1.64% | 9 |
|
|
2020
Q3 | $31.1M | Sell |
322,654
-7,050
| -2% | -$692K | 1.34% | 18 |
|
|
2020
Q2 | $31M | Buy |
329,704
+21,937
| +7% | +$2.08M | 1.37% | 17 |
|
|
2020
Q1 | $27.7M | Buy |
307,767
+77,921
| +34% | +$9.47M | 1.32% | 14 |
|
|
2019
Q4 | $32M | Sell |
229,846
-427
| -0.2% | -$54.8K | 0.89% | 17 |
|
|
2019
Q3 | $27.1M | Buy |
230,273
+590
| +0.3% | +$66.7K | 0.71% | 22 |
|
|
2019
Q2 | $25.7M | Sell |
229,683
-6,422
| -3% | -$708K | 0.65% | 27 |
|
|
2019
Q1 | $23.9M | Buy |
236,105
+3,780
| +2% | +$389K | 0.6% | 33 |
|
|
2018
Q4 | $22.7M | Sell |
232,325
-1,382
| -0.6% | -$147K | 0.58% | 33 |
|
|
2018
Q3 | $26.4M | Buy |
233,707
+1,900
| +0.8% | +$216K | 0.63% | 30 |
|
|
2018
Q2 | $24.2M | Sell |
231,807
-29,738
| -11% | -$3.26M | 0.57% | 35 |
|
|
2018
Q1 | $28.8M | Sell |
261,545
-14,209
| -5% | -$1.61M | 0.74% | 12 |
|
|
2017
Q4 | $29.5M | Buy |
275,754
+180,420
| +189% | +$18.3M | 0.77% | 10 |
|
|
2017
Q3 | $9.11M | Sell |
95,334
-167
| -0.2% | -$15.4K | 0.24% | 132 |
|
|
2017
Q2 | $8.73M | Buy |
95,501
+5,724
| +6% | +$494K | 0.25% | 127 |
|
|
2017
Q1 | $7.89M | Sell |
89,777
-9,070
| -9% | -$800K | 0.33% | 86 |
|
|
2016
Q4 | $8.53M | Buy |
98,847
+54,831
| +125% | +$4.18M | 0.46% | 72 |
|
|
2016
Q3 | $2.93M | Buy |
44,016
+39,563
| +888% | +$2.58M | 0.16% | 158 |
|
|
2016
Q2 | $276K | Buy |
4,453
+217
| +5% | +$13.6K | 0.01% | 363 |
|
|
2016
Q1 | $251K | Buy |
4,236
+264
| +7% | +$15.4K | 0.02% | 325 |
|
|
2015
Q4 | $262K | Buy |
+3,972
| New | +$259K | 0.01% | 362 |
|
|
2015
Q3 | – | Sell |
-3,496
| Closed | -$237K | – | 493 |
|
|
2015
Q2 | $237K | Buy |
+3,496
| New | +$228K | 0.02% | 381 |
|
|
2014
Q2 | – | Sell |
-3,477
| Closed | -$211K | – | 431 |
|
|
2014
Q1 | $211K | Buy |
+3,477
| New | +$201K | 0.01% | 352 |
|
|
2013
Q4 | – | Sell |
-5,349
| Closed | -$277K | – | 368 |
|
|
2013
Q3 | $277K | Buy |
5,349
+1,201
| +29% | +$64.4K | 0.02% | 310 |
|
|
2013
Q2 | $219K | Buy |
+4,148
| New | +$211K | 0.02% | 329 |
|
Other funds holding JPM
VCM
VPM
Curi RMB Capital's JPM Position: Q1 2026 in Review
Curi RMB Capital reduced its JPMorgan Chase (JPM) stake by 0.87% in Q1 2026, selling an estimated $1.08M and leaving 407,680 shares worth $120M. The position accounts for 2.13% of the portfolio, ranked #4.
Curi RMB Capital first reported a position in JPM in Q2 2013 and has held it in 46 quarters since. The position peaked at $133M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Curi RMB Capital held 407,680 shares of JPMorgan Chase worth $120M as of Q1 2026.
- Curi RMB Capital sold 3,560 JPMorgan Chase shares in Q1 2026, an estimated $1.08M.
- JPMorgan Chase made up 2.13% of Curi RMB Capital's portfolio in Q1 2026, its #4 holding.
- Curi RMB Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 46 quarters since.
- Curi RMB Capital's JPMorgan Chase position peaked at $133M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.