JP Morgan Chase
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JP Morgan Chase’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

JP Morgan Chase’s Portfolio RMCF Stock Details RMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$5 – 7555
2025
Q1 		$5 Sell
4
-1
-20% -$2 ﹤0.01% 7226
2024
Q4 		$12 Hold
5
– – ﹤0.01% 7306
2024
Q3 		$10 Sell
5
-4
-44% -$8 ﹤0.01% 7297
2024
Q2 		$20 Hold
9
– – ﹤0.01% 7166
2024
Q1 		$33 Buy
9
+3
+50% +$12 ﹤0.01% 7101
2023
Q4 		$28 Buy
6
+1
+20% +$4 ﹤0.01% 7291
2023
Q3 		$24 Buy
+5
New +$27 ﹤0.01% 7138
2021
Q2 		– Sell
-3,000
Closed -$16K – 6573
2021
Q1 		$16K Buy
+3,000
New +$15.5K ﹤0.01% 5740
2020
Q3 		– Sell
-100
Closed – – 5725
2020
Q2 		$0 Buy
100
+19
+23% +$84 ﹤0.01% 5651
2020
Q1 		$0 Hold
81
– – ﹤0.01% 5661
2019
Q4 		$1K Hold
81
– – ﹤0.01% 5564
2019
Q3 		$1K Hold
81
– – ﹤0.01% 5659
2019
Q2 		$1K Hold
81
– – ﹤0.01% 5712
2019
Q1 		$1K Hold
81
– – ﹤0.01% 5694
2018
Q4 		$1K Buy
+81
New +$707 ﹤0.01% 5627

Other funds holding RMCF

GVIC
Global Value Investment Corporation Milwaukee, Wisconsin $61.5M AUM 18.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

JP Morgan Chase's RMCF Position: Q2 2025 in Review

JP Morgan Chase sold out of Rocky Mountain Chocolate Factory (RMCF) in Q2 2025, closing a stake of 4 shares — an estimated $5 sold.

JP Morgan Chase first reported a position in RMCF in Q4 2018 and held it in 15 quarters. The position peaked at $16K in Q1 2021. 23 funds tracked by Wall St. Rank hold RMCF as of Q2 2025.

  • JP Morgan Chase reported no remaining Rocky Mountain Chocolate Factory position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 4 Rocky Mountain Chocolate Factory shares in Q2 2025, an estimated $5.
  • JP Morgan Chase first reported a position in Rocky Mountain Chocolate Factory in Q4 2018 and held it in 15 quarters.
  • JP Morgan Chase's Rocky Mountain Chocolate Factory position peaked at $16K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.