Curi RMB Capital’s JPMorgan Chase JPM Stock Holding History

Curi RMB 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
2020 Q1	–	Sell	-174,000	Closed	-$24.3M	–	717
2019 Q4	$24.3M	Buy	174,000 +86,000	+98%	+$11M	0.67%	32
2019 Q3	$10.4M	Sell	88,000 -41,500	-32%	-$4.69M	0.27%	99
2019 Q2	$14.5M	Buy	129,500 +4,000	+3%	+$441K	0.37%	73
2019 Q1	$12.7M	Sell	125,500 -125,500	-50%	-$12.9M	0.32%	83
2018 Q4	$24.5M	Buy	251,000 +17,000	+7%	+$1.81M	0.63%	25
2018 Q3	$26.4M	Hold	234,000	–	–	0.63%	29
2018 Q2	$24.4M	Buy	234,000 +88,000	+60%	+$9.65M	0.58%	33
2018 Q1	$16.1M	Buy	146,000 +7,000	+5%	+$793K	0.41%	58
2017 Q4	$14.9M	Buy	139,000 +3,000	+2%	+$304K	0.39%	65
2017 Q3	$13M	Buy	136,000 +24,000	+21%	+$2.21M	0.34%	87
2017 Q2	$10.2M	Sell	112,000 -32,000	-22%	-$2.76M	0.29%	105
2017 Q1	$12.6M	Sell	144,000 -18,000	-11%	-$1.59M	0.52%	62
2016 Q4	$14M	Buy	162,000 +4,000	+3%	+$305K	0.75%	39
2016 Q3	$10.5M	Sell	158,000 -298,000	-65%	-$19.4M	0.57%	55
2016 Q2	$28.3M	Buy	456,000 +284,500	+166%	+$17.8M	1.48%	5
2016 Q1	$10.2M	Buy	171,500 +105,500	+160%	+$6.16M	0.66%	50
2015 Q4	$4.36M	Buy	+66,000	New	+$4.3M	0.2%	104

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.