Rakuten Securities’s JPMorgan Chase JPM Stock Holding History

Rakuten Securities’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	$216K	Sell	660 -113	-15%	-$35.1K	0.05%	142
2026 Q1	$227K	Buy	773 +127	+20%	+$38.5K	0.09%	117
2025 Q4	$208K	Sell	646 -794	-55%	-$246K	0.07%	120
2025 Q3	$454K	Sell	1,440 -170	-11%	-$50.6K	0.17%	79
2025 Q2	$467K	Sell	1,610 -682	-30%	-$174K	0.18%	79
2025 Q1	$562K	Buy	2,292 +647	+39%	+$165K	0.28%	56
2024 Q4	$394K	Buy	1,645 +919	+127%	+$214K	0.16%	71
2024 Q3	$153K	Buy	726 +362	+99%	+$76.2K	0.07%	104
2024 Q2	$73.6K	Sell	364 -363	-50%	-$71K	0.03%	145
2024 Q1	$146K	Buy	727 +466	+179%	+$84.1K	0.06%	109
2023 Q4	$44.4K	Buy	+261	New	+$39.6K	0.04%	166

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Rakuten Securities's JPM Position: Q2 2026 in Review

Rakuten Securities reduced its JPMorgan Chase (JPM) stake by 15% in Q2 2026, selling an estimated $35.1K and leaving 660 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #142.

Rakuten Securities first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $562K in Q1 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Rakuten Securities held 660 shares of JPMorgan Chase worth $216K as of Q2 2026.
Rakuten Securities sold 113 JPMorgan Chase shares in Q2 2026, an estimated $35.1K.
JPMorgan Chase made up 0.05% of Rakuten Securities's portfolio in Q2 2026, its #142 holding.
Rakuten Securities first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Rakuten Securities's JPMorgan Chase position peaked at $562K in Q1 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.