JP Morgan Chase
REFI

JP Morgan Chase’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

JP Morgan Chase’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.2K Sell
7,389
-44,692
-86% -$545K ﹤0.01% 5911
2025
Q4 		$639K Buy
52,081
+4,172
+9% +$53.3K ﹤0.01% 4879
2025
Q3 		$613K Buy
47,909
+26,458
+123% +$363K ﹤0.01% 4907
2025
Q2 		$299K Sell
21,451
-13,431
-39% -$193K ﹤0.01% 5029
2025
Q1 		$513K Sell
34,882
-30,583
-47% -$476K ﹤0.01% 4759
2024
Q4 		$1.01M Buy
65,465
+31,391
+92% +$494K ﹤0.01% 4629
2024
Q3 		$528K Buy
34,074
+21,415
+169% +$336K ﹤0.01% 4863
2024
Q2 		$194K Sell
12,659
-21,275
-63% -$333K ﹤0.01% 5178
2024
Q1 		$535K Buy
33,934
+13,826
+69% +$221K ﹤0.01% 4744
2023
Q4 		$325K Buy
20,108
+8,996
+81% +$137K ﹤0.01% 5056
2023
Q3 		$164K Sell
11,112
-2,443
-18% -$36.9K ﹤0.01% 5185
2023
Q2 		$205K Buy
13,555
+9,363
+223% +$136K ﹤0.01% 5055
2023
Q1 		$57K Buy
4,192
+1,112
+36% +$16.3K ﹤0.01% 5659
2022
Q4 		$46K Buy
3,080
+130
+4% +$1.98K ﹤0.01% 5652
2022
Q3 		$43K Sell
2,950
-717
-20% -$10.7K ﹤0.01% 5600
2022
Q2 		$55K Buy
3,667
+857
+30% +$14.4K ﹤0.01% 5629
2022
Q1 		$50K Buy
+2,810
New +$52.1K ﹤0.01% 5798

Other funds holding REFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

JP Morgan Chase's REFI Position: Q1 2026 in Review

JP Morgan Chase reduced its Chicago Atlantic Real Estate Finance (REFI) stake by 86% in Q1 2026, selling an estimated $545K and leaving 7,389 shares worth $86.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5911.

JP Morgan Chase first reported a position in REFI in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q4 2024. 100 funds tracked by Wall St. Rank hold REFI as of Q1 2026.

  • JP Morgan Chase held 7,389 shares of Chicago Atlantic Real Estate Finance worth $86.2K as of Q1 2026.
  • JP Morgan Chase sold 44,692 Chicago Atlantic Real Estate Finance shares in Q1 2026, an estimated $545K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5911 holding.
  • JP Morgan Chase first reported a position in Chicago Atlantic Real Estate Finance in Q1 2022 and has held it in 17 quarters since.
  • JP Morgan Chase's Chicago Atlantic Real Estate Finance position peaked at $1.01M in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.