Rakuten Investment Management
JPM icon

Rakuten Investment Management’s JPMorgan Chase JPM Stock Holding History

Rakuten Investment Management’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 		$144M Buy
438,419
+36,975
+9% +$11.5M 0.42% 17
2026
Q1 		$114M Buy
401,444
+42,167
+12% +$12.8M 0.23% 17
2025
Q4 		$116M Buy
359,277
+323,294
+898% +$100M 0.39% 16
2025
Q3 		$828K Buy
+35,983
New +$10.7M ﹤0.01% 501
2025
Q1 		$62.2M Buy
+256,097
New +$65.3M 0.28% 18
2024
Q3 		$34M Buy
161,700
+39,424
+32% +$8.3M 0.2% 16
2024
Q2 		$24.4M Buy
122,276
+44,536
+57% +$8.71M 0.16% 18
2024
Q1 		$15.6M Buy
77,740
+70,580
+986% +$12.7M 0.11% 20
2023
Q4 		$1.22M Buy
+7,160
New +$1.09M 0.01% 30

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's JPM Position: Q2 2026 in Review

Rakuten Investment Management increased its JPMorgan Chase (JPM) stake by 9.2% in Q2 2026, buying an estimated $11.5M and bringing the position to 438,419 shares worth $144M. The position accounts for 0.42% of the portfolio, ranked #17.

Rakuten Investment Management first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. 5,159 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rakuten Investment Management held 438,419 shares of JPMorgan Chase worth $144M as of Q2 2026.
  • Rakuten Investment Management bought 36,975 JPMorgan Chase shares in Q2 2026, an estimated $11.5M.
  • JPMorgan Chase made up 0.42% of Rakuten Investment Management's portfolio in Q2 2026, its #17 holding.
  • Rakuten Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
  • 5,159 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.