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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rakuten Investment Management's JPM Position: Q1 2026 in Review

Rakuten Investment Management increased its JPMorgan Chase (JPM) stake by 12% in Q1 2026, buying an estimated $12.8M and bringing the position to 401,444 shares worth $114M. The position accounts for 0.23% of the portfolio, ranked #17.

Rakuten Investment Management first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. The position peaked at $116M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rakuten Investment Management held 401,444 shares of JPMorgan Chase worth $114M as of Q1 2026.
  • Rakuten Investment Management bought 42,167 JPMorgan Chase shares in Q1 2026, an estimated $12.8M.
  • JPMorgan Chase made up 0.23% of Rakuten Investment Management's portfolio in Q1 2026, its #17 holding.
  • Rakuten Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's JPMorgan Chase position peaked at $116M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.