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R Squared’s JPMorgan Chase JPM Stock Holding History

R Squared’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Sell
750
-1,410
-65% -$438K 0.13% 286
2026
Q1 		$635K Buy
2,160
+761
+54% +$231K 0.35% 66
2025
Q4 		$451K Buy
+1,399
New +$433K 0.21% 136

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

R Squared's JPM Position: Q2 2026 in Review

R Squared reduced its JPMorgan Chase (JPM) stake by 65% in Q2 2026, selling an estimated $438K and leaving 750 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #286.

R Squared first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $635K in Q1 2026. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • R Squared held 750 shares of JPMorgan Chase worth $245K as of Q2 2026.
  • R Squared sold 1,410 JPMorgan Chase shares in Q2 2026, an estimated $438K.
  • JPMorgan Chase made up 0.13% of R Squared's portfolio in Q2 2026, its #286 holding.
  • R Squared first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • R Squared's JPMorgan Chase position peaked at $635K in Q1 2026.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.