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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

R Squared's JPM Position: Q1 2026 in Review

R Squared increased its JPMorgan Chase (JPM) stake by 54% in Q1 2026, buying an estimated $231K and bringing the position to 2,160 shares worth $635K. The position accounts for 0.35% of the portfolio, ranked #66.

R Squared first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

R Squared held 2,160 shares of JPMorgan Chase worth $635K as of Q1 2026.
R Squared bought 761 JPMorgan Chase shares in Q1 2026, an estimated $231K.
JPMorgan Chase made up 0.35% of R Squared's portfolio in Q1 2026, its #66 holding.
R Squared first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.