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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
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
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 Securities's JPM Position: Q1 2026 in Review

Rakuten Securities increased its JPMorgan Chase (JPM) stake by 20% in Q1 2026, buying an estimated $38.5K and bringing the position to 773 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #117.

Rakuten Securities first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $562K in Q1 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rakuten Securities held 773 shares of JPMorgan Chase worth $227K as of Q1 2026.
  • Rakuten Securities bought 127 JPMorgan Chase shares in Q1 2026, an estimated $38.5K.
  • JPMorgan Chase made up 0.09% of Rakuten Securities's portfolio in Q1 2026, its #117 holding.
  • Rakuten Securities first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Rakuten Securities's JPMorgan Chase position peaked at $562K in Q1 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.