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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

RBA Wealth Management's JPM Position: Q2 2026 in Review

RBA Wealth Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 3,142 shares — an estimated $924K sold.

RBA Wealth Management first reported a position in JPM in Q1 2019 and held it in 27 quarters. The position peaked at $4.54M in Q4 2021. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • RBA Wealth Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • RBA Wealth Management sold 3,142 JPMorgan Chase shares in Q2 2026, an estimated $924K.
  • RBA Wealth Management first reported a position in JPMorgan Chase in Q1 2019 and held it in 27 quarters.
  • RBA Wealth Management's JPMorgan Chase position peaked at $4.54M in Q4 2021.
  • 1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.