JP Morgan Chase
RSSS icon

JP Morgan Chase’s Research Solutions RSSS Stock Holding History

JP Morgan Chase’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-64
Closed -$166 – 7563
2025
Q1 		$166 Sell
64
-4
-6% -$14 ﹤0.01% 6820
2024
Q4 		$282 Sell
68
-2
-3% -$6 ﹤0.01% 6871
2024
Q3 		$191 Sell
70
-1
-1% -$3 ﹤0.01% 6910
2024
Q2 		$181 Buy
71
+6
+9% +$17 ﹤0.01% 6801
2024
Q1 		$205 Sell
65
-52
-44% -$149 ﹤0.01% 6808
2023
Q4 		$304 Buy
117
+86
+277% +$210 ﹤0.01% 7008
2023
Q3 		$77 Buy
31
+25
+417% +$55 ﹤0.01% 6944
2023
Q2 		$12 Hold
6
– – ﹤0.01% 6812
2023
Q1 		$0 Hold
6
– – ﹤0.01% 7157
2022
Q4 		$0 Hold
6
– – ﹤0.01% 6932
2022
Q3 		$0 Buy
+6
New +$11 ﹤0.01% 6804
2020
Q4 		– Sell
-9
Closed – – 5890
2020
Q3 		$0 Buy
9
+1
+13% +$2 ﹤0.01% 5732
2020
Q2 		$0 Buy
+8
New +$23 ﹤0.01% 5653

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase sold out of Research Solutions (RSSS) in Q2 2025, closing a stake of 64 shares — an estimated $166 sold.

JP Morgan Chase first reported a position in RSSS in Q2 2020 and held it in 13 quarters. The position peaked at $304 in Q4 2023. 46 funds tracked by Wall St. Rank hold RSSS as of Q2 2025.

  • JP Morgan Chase reported no remaining Research Solutions position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 64 Research Solutions shares in Q2 2025, an estimated $166.
  • JP Morgan Chase first reported a position in Research Solutions in Q2 2020 and held it in 13 quarters.
  • JP Morgan Chase's Research Solutions position peaked at $304 in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Research Solutions as of Q2 2025.

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