Rakuten Investment Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$62.2M Buy
+256,097
New +$62.2M 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% +$8.87M 0.16% 18
2024
Q1
$15.6M Buy
77,740
+70,580
+986% +$14.1M 0.11% 20
2023
Q4
$1.22M Buy
+7,160
New +$1.22M 0.01% 30