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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Curi RMB Capital's JPM Position: Q2 2026 in Review

Curi RMB Capital reduced its JPMorgan Chase (JPM) stake by 8.3% in Q2 2026, selling an estimated $10.5M and leaving 373,734 shares worth $122M. The position accounts for 1.89% of the portfolio, ranked #7.

Curi RMB Capital first reported a position in JPM in Q2 2013 and has held it in 47 quarters since. The position peaked at $133M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Curi RMB Capital held 373,734 shares of JPMorgan Chase worth $122M as of Q2 2026.
Curi RMB Capital sold 33,946 JPMorgan Chase shares in Q2 2026, an estimated $10.5M.
JPMorgan Chase made up 1.89% of Curi RMB Capital's portfolio in Q2 2026, its #7 holding.
Curi RMB Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 47 quarters since.
Curi RMB Capital's JPMorgan Chase position peaked at $133M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.