JP Morgan Chase
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JP Morgan Chase’s Rocket Companies RKT Stock Holding History

JP Morgan Chase’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.64M Sell
343,900
-336,300
-49% -$6.12M ﹤0.01% 3382
2025
Q4 		$13.2M Buy
680,200
+480,200
+240% +$8.59M ﹤0.01% 2444
2025
Q3 		$3.88M Hold
200,000
– – ﹤0.01% 3583
2025
Q2 		$2.84M Buy
+200,000
New +$2.59M ﹤0.01% 3647
2024
Q1 		– Sell
-350,000
Closed -$5.07M – 7814
2023
Q4 		$5.07M Buy
+350,000
New +$3.35M ﹤0.01% 3074
2021
Q1 		– Sell
-323,600
Closed -$6.54M – 6305
2020
Q4 		$6.54M Buy
+323,600
New +$6.83M ﹤0.01% 2579

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

JP Morgan Chase increased its Rocket Companies (RKT) stake by 75% in Q1 2026, buying an estimated $118M and bringing the position to 15,105,132 shares worth $204M. The position accounts for 0.01% of the portfolio, ranked #691.

JP Morgan Chase first reported a position in RKT in Q3 2020 and has held it in 23 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • JP Morgan Chase held 15,105,132 shares of Rocket Companies worth $204M as of Q1 2026.
  • JP Morgan Chase bought 6,475,633 Rocket Companies shares in Q1 2026, an estimated $118M.
  • Rocket Companies made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #691 holding.
  • JP Morgan Chase first reported a position in Rocket Companies in Q3 2020 and has held it in 23 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

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