RBA Wealth Management
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RBA Wealth Management’s JPMorgan Chase JPM Stock Holding History

RBA Wealth 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
Q3 		$611K Buy
+1,847
New +$646K 0.19% 65
2026
Q2 		– Sell
-3,142
Closed -$924K – 89
2026
Q1 		$924K Sell
3,142
-39
-1% -$11.8K 0.33% 57
2025
Q4 		$1.02M Sell
3,181
-74
-2% -$22.9K 0.35% 59
2025
Q3 		$1.03M Sell
3,255
-17
-0.5% -$5.06K 0.35% 59
2025
Q2 		$949K Sell
3,272
-33
-1% -$8.42K 0.35% 60
2025
Q1 		$811K Sell
3,305
-140
-4% -$35.7K 0.32% 59
2024
Q4 		$826K Sell
3,445
-141
-4% -$32.8K 0.31% 58
2024
Q3 		$756K Sell
3,586
-28
-0.8% -$5.9K 0.29% 58
2024
Q2 		$731K Sell
3,614
-47
-1% -$9.19K 0.29% 58
2024
Q1 		$733K Sell
3,661
-9
-0.2% -$1.62K 0.3% 58
2023
Q4 		$624K Sell
3,670
-73
-2% -$11.1K 0.27% 59
2023
Q3 		$543K Sell
3,743
-13
-0.3% -$1.95K 0.26% 60
2023
Q2 		$546K Sell
3,756
-30,084
-89% -$4.14M 0.25% 59
2023
Q1 		$4.41M Buy
33,840
+910
+3% +$125K 2.2% 16
2022
Q4 		$4.42M Buy
32,930
+1,098
+3% +$139K 2.32% 12
2022
Q3 		$3.33M Buy
31,832
+846
+3% +$97.1K 1.92% 23
2022
Q2 		$3.49M Buy
30,986
+1,757
+6% +$218K 1.93% 21
2022
Q1 		$3.98M Buy
29,229
+564
+2% +$83.3K 1.91% 21
2021
Q4 		$4.54M Buy
+28,665
New +$4.71M 2.14% 9
2021
Q2 		– Sell
-28,008
Closed -$4.26M – 164
2021
Q1 		$4.26M Buy
28,008
+316
+1% +$45.5K 3.62% 5
2020
Q4 		$3.52M Buy
27,692
+97
+0.4% +$10.8K 2.12% 10
2020
Q3 		$2.66M Buy
27,595
+554
+2% +$54.4K 1.8% 16
2020
Q2 		$2.54M Sell
27,041
-146
-0.5% -$13.9K 1.85% 17
2020
Q1 		$2.45M Buy
27,187
+378
+1% +$45.9K 2.12% 14
2019
Q4 		$3.72M Buy
26,809
+348
+1% +$44.6K 2.54% 5
2019
Q3 		$3.11M Sell
26,461
-1,222
-4% -$138K 2.38% 7
2019
Q2 		$3.1M Sell
27,683
-50
-0.2% -$5.51K 2.39% 8
2019
Q1 		$2.92M Buy
+27,733
New +$2.86M 2.28% 11

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

RBA Wealth Management's JPM Position: Q3 2026 in Review

RBA Wealth Management opened a new position in JPMorgan Chase (JPM) in Q3 2026: 1,847 shares worth $611K. The stake represents 0.19% of the portfolio and ranks #65 among its holdings. This is a return to the name: RBA Wealth Management previously reported a position in JPM as recently as Q1 2026.

RBA Wealth Management first reported a position in JPM in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.54M in Q4 2021. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • RBA Wealth Management held 1,847 shares of JPMorgan Chase worth $611K as of Q3 2026.
  • JPMorgan Chase was a new RBA Wealth Management position in Q3 2026.
  • JPMorgan Chase made up 0.19% of RBA Wealth Management's portfolio in Q3 2026, its #65 holding.
  • RBA Wealth Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 28 quarters since.
  • RBA Wealth Management's JPMorgan Chase position peaked at $4.54M in Q4 2021.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.