JP Morgan Chase
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JP Morgan Chase’s Regional Management Corp RM Stock Holding History

JP Morgan Chase’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425K Buy
13,379
+4,850
+57% +$169K ﹤0.01% 5120
2025
Q4 		$331K Buy
8,529
+4,377
+105% +$169K ﹤0.01% 5268
2025
Q3 		$162K Sell
4,152
-672
-14% -$25.3K ﹤0.01% 5632
2025
Q2 		$141K Buy
4,824
+425
+10% +$12.4K ﹤0.01% 5437
2025
Q1 		$132K Buy
4,399
+71
+2% +$2.38K ﹤0.01% 5430
2024
Q4 		$147K Buy
4,328
+95
+2% +$2.98K ﹤0.01% 5601
2024
Q3 		$138K Buy
4,233
+572
+16% +$17.7K ﹤0.01% 5575
2024
Q2 		$105K Sell
3,661
-7,419
-67% -$201K ﹤0.01% 5496
2024
Q1 		$268K Buy
11,080
+2,597
+31% +$62.5K ﹤0.01% 5183
2023
Q4 		$213K Buy
8,483
+3,152
+59% +$76.5K ﹤0.01% 5362
2023
Q3 		$148K Sell
5,331
-4,333
-45% -$129K ﹤0.01% 5252
2023
Q2 		$295K Buy
9,664
+3,700
+62% +$102K ﹤0.01% 4835
2023
Q1 		$155K Buy
5,964
+1,448
+32% +$44.8K ﹤0.01% 5211
2022
Q4 		$126K Buy
4,516
+311
+7% +$9.16K ﹤0.01% 5252
2022
Q3 		$118K Buy
4,205
+91
+2% +$3.31K ﹤0.01% 5214
2022
Q2 		$154K Sell
4,114
-12
-0.3% -$531 ﹤0.01% 5203
2022
Q1 		$200K Sell
4,126
-48,075
-92% -$2.43M ﹤0.01% 5195
2021
Q4 		$3M Buy
52,201
+2,628
+5% +$150K ﹤0.01% 3494
2021
Q3 		$2.88M Sell
49,573
-2,108
-4% -$116K ﹤0.01% 3479
2021
Q2 		$2.4M Sell
51,681
-22,409
-30% -$970K ﹤0.01% 3662
2021
Q1 		$2.57M Sell
74,090
-14,747
-17% -$481K ﹤0.01% 3512
2020
Q4 		$2.65M Buy
88,837
+79,838
+887% +$1.98M ﹤0.01% 3278
2020
Q3 		$149K Buy
8,999
+3,546
+65% +$60.9K ﹤0.01% 4510
2020
Q2 		$96K Sell
5,453
-41,563
-88% -$649K ﹤0.01% 4593
2020
Q1 		$642K Buy
47,016
+7,603
+19% +$187K ﹤0.01% 3693
2019
Q4 		$1.18M Buy
39,413
+33,749
+596% +$1.02M ﹤0.01% 3734
2019
Q3 		$159K Buy
5,664
+1,678
+42% +$44.9K ﹤0.01% 4728
2019
Q2 		$101K Sell
3,986
-4,015
-50% -$100K ﹤0.01% 4932
2019
Q1 		$196K Buy
8,001
+5,622
+236% +$150K ﹤0.01% 4632
2018
Q4 		$57K Buy
2,379
+221
+10% +$6K ﹤0.01% 5037
2018
Q3 		$62K Sell
2,158
-11,247
-84% -$374K ﹤0.01% 5122
2018
Q2 		$470K Sell
13,405
-48,311
-78% -$1.69M ﹤0.01% 4205
2018
Q1 		$1.97M Sell
61,716
-18,055
-23% -$534K ﹤0.01% 3282
2017
Q4 		$2.1M Sell
79,771
-37,079
-32% -$907K ﹤0.01% 3295
2017
Q3 		$2.81M Sell
116,850
-4,875
-4% -$114K ﹤0.01% 2955
2017
Q2 		$2.88M Buy
121,725
+3,700
+3% +$77.7K ﹤0.01% 2830
2017
Q1 		$2.29M Sell
118,025
-28,106
-19% -$629K ﹤0.01% 2959
2016
Q4 		$3.84M Buy
+146,131
New +$3.48M ﹤0.01% 2659
2014
Q3 		– Sell
-60,800
Closed -$941K – 4242
2014
Q2 		$941K Sell
60,800
-335,515
-85% -$5.76M ﹤0.01% 2875
2014
Q1 		$9.77M Sell
396,315
-2,918
-0.7% -$91.3K ﹤0.01% 1735
2013
Q4 		$13.5M Buy
399,233
+93,776
+31% +$3.06M ﹤0.01% 1589
2013
Q3 		$9.71M Buy
+305,457
New +$8.66M ﹤0.01% 1777

Other funds holding RM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase increased its Regional Management Corp (RM) stake by 57% in Q1 2026, buying an estimated $169K and bringing the position to 13,379 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #5120.

JP Morgan Chase first reported a position in RM in Q3 2013 and has held it in 42 quarters since. The position peaked at $13.5M in Q4 2013. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.

  • JP Morgan Chase held 13,379 shares of Regional Management Corp worth $425K as of Q1 2026.
  • JP Morgan Chase bought 4,850 Regional Management Corp shares in Q1 2026, an estimated $169K.
  • Regional Management Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5120 holding.
  • JP Morgan Chase first reported a position in Regional Management Corp in Q3 2013 and has held it in 42 quarters since.
  • JP Morgan Chase's Regional Management Corp position peaked at $13.5M in Q4 2013.
  • 113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.

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