JP Morgan Chase
RMT

JP Morgan Chase’s Royce Micro-Cap Trust RMT Stock Holding History

JP Morgan Chase’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-358
Closed -$3.38K – 7694
2024
Q1 		$3.38K Sell
358
-1,438
-80% -$13.1K ﹤0.01% 6508
2023
Q4 		$16.6K Sell
1,796
-5,064
-74% -$42.3K ﹤0.01% 6294
2023
Q3 		$56.8K Sell
6,860
-7,641
-53% -$67.3K ﹤0.01% 5753
2023
Q2 		$127K Sell
14,501
-4,895
-25% -$41.2K ﹤0.01% 5352
2023
Q1 		$170K Buy
19,396
+15,151
+357% +$139K ﹤0.01% 5153
2022
Q4 		$37K Buy
+4,245
New +$37.3K ﹤0.01% 5715
2020
Q4 		– Sell
-2
Closed – – 5887
2020
Q3 		$0 Buy
+2
New +$15 ﹤0.01% 5726
2019
Q3 		– Sell
-127
Closed -$1K – 5920
2019
Q2 		$1K Buy
127
+125
+6,250% +$1.03K ﹤0.01% 5713
2019
Q1 		$0 Hold
2
– – ﹤0.01% 5997
2018
Q4 		$0 Buy
+2
New +$17 ﹤0.01% 5898

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

JP Morgan Chase's RMT Position: Q2 2024 in Review

JP Morgan Chase sold out of Royce Micro-Cap Trust (RMT) in Q2 2024, closing a stake of 358 shares — an estimated $3.38K sold.

JP Morgan Chase first reported a position in RMT in Q4 2018 and held it in 10 quarters. The position peaked at $170K in Q1 2023. 90 funds tracked by Wall St. Rank hold RMT as of Q2 2024.

  • JP Morgan Chase reported no remaining Royce Micro-Cap Trust position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 358 Royce Micro-Cap Trust shares in Q2 2024, an estimated $3.38K.
  • JP Morgan Chase first reported a position in Royce Micro-Cap Trust in Q4 2018 and held it in 10 quarters.
  • JP Morgan Chase's Royce Micro-Cap Trust position peaked at $170K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.