Rappaport Reiches Capital Management’s JPMorgan Chase JPM Stock Holding History

Rappaport Reiches Capital 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
2025 Q1	$406K	Buy	1,655 +587	+55%	+$150K	0.1%	71
2024 Q4	$256K	Buy	1,068 +39	+4%	+$9.08K	0.07%	85
2024 Q3	$217K	Buy	1,029 +17	+2%	+$3.58K	0.06%	105
2024 Q2	$205K	Sell	1,012 -41	-4%	-$8.02K	0.06%	95
2024 Q1	$211K	Buy	+1,053	New	+$190K	0.07%	96
2023 Q3	–	Sell	-2,737	Closed	-$398K	–	76
2023 Q2	$398K	Sell	2,737 -2,298	-46%	-$316K	0.17%	54
2023 Q1	$656K	Sell	5,035 -3,448	-41%	-$472K	0.29%	39
2022 Q4	$1.14M	Buy	+8,483	New	+$1.07M	0.56%	25
2022 Q2	–	Sell	-1,791	Closed	-$246K	–	84
2022 Q1	$246K	Buy	1,791 +392	+28%	+$57.9K	0.13%	74
2021 Q4	$222K	Sell	1,399 -43	-3%	-$7.06K	0.19%	57
2021 Q3	$236K	Hold	1,442	–	–	0.23%	50
2021 Q2	$224K	Buy	+1,442	New	+$226K	0.24%	50

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rappaport Reiches Capital Management's JPM Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its JPMorgan Chase (JPM) stake by 55% in Q1 2025, buying an estimated $150K and bringing the position to 1,655 shares worth $406K. The position accounts for 0.1% of the portfolio, ranked #71.

Rappaport Reiches Capital Management first reported a position in JPM in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.14M in Q4 2022. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Rappaport Reiches Capital Management held 1,655 shares of JPMorgan Chase worth $406K as of Q1 2025.
Rappaport Reiches Capital Management bought 587 JPMorgan Chase shares in Q1 2025, an estimated $150K.
JPMorgan Chase made up 0.1% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #71 holding.
Rappaport Reiches Capital Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 12 quarters since.
Rappaport Reiches Capital Management's JPMorgan Chase position peaked at $1.14M in Q4 2022.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.