RBF Capital’s JPMorgan Chase JPM Stock Holding History

RBF Capital’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	$12.1M	Hold	41,000	–	–	0.59%	43
2025 Q4	$13.2M	Hold	41,000	–	–	0.59%	38
2025 Q3	$12.9M	Hold	41,000	–	–	0.58%	38
2025 Q2	$11.9M	Hold	41,000	–	–	0.57%	35
2025 Q1	$10.1M	Hold	41,000	–	–	0.6%	33
2024 Q4	$9.83M	Hold	41,000	–	–	0.51%	41
2024 Q3	$8.65M	Hold	41,000	–	–	0.43%	45
2024 Q2	$8.29M	Hold	41,000	–	–	0.48%	45
2024 Q1	$8.21M	Hold	41,000	–	–	0.46%	46
2023 Q4	$6.97M	Hold	41,000	–	–	0.42%	53
2023 Q3	$5.95M	Hold	41,000	–	–	0.39%	61
2023 Q2	$5.96M	Hold	41,000	–	–	0.37%	59
2023 Q1	$5.34M	Hold	41,000	–	–	0.39%	55
2022 Q4	$5.5M	Sell	41,000 -5,000	-11%	-$634K	0.41%	50
2022 Q3	$4.81M	Hold	46,000	–	–	0.41%	50
2022 Q2	$6.15M	Hold	46,000	–	–	0.43%	52
2022 Q1	$6.29M	Hold	46,000	–	–	0.4%	52
2021 Q4	$7.28M	Hold	46,000	–	–	0.45%	50
2021 Q3	$7.53M	Hold	46,000	–	–	0.42%	44
2021 Q2	$7.16M	Sell	46,000 -1,700	-4%	-$267K	0.4%	53
2021 Q1	$7.26M	Buy	47,700 +1,700	+4%	+$245K	0.45%	47
2020 Q4	$5.84M	Hold	46,000	–	–	0.45%	46
2020 Q3	$4.43M	Hold	46,000	–	–	0.45%	47
2020 Q2	$4.33M	Hold	46,000	–	–	0.47%	44
2020 Q1	$4.14M	Buy	46,000 +5,000	+12%	+$607K	0.54%	39
2019 Q4	$5.71M	Hold	41,000	–	–	0.55%	37
2019 Q3	$4.83M	Hold	41,000	–	–	0.54%	37
2019 Q2	$4.58M	Sell	41,000 -5,700	-12%	-$628K	0.46%	42
2019 Q1	$4.73M	Sell	46,700 -300	-0.6%	-$30.9K	0.56%	40
2018 Q4	$4.59M	Hold	47,000	–	–	0.6%	35
2018 Q3	$5.3M	Buy	47,000 +6,000	+15%	+$681K	0.58%	35
2018 Q2	$4.27M	Hold	41,000	–	–	0.5%	40
2018 Q1	$4.51M	Hold	41,000	–	–	0.54%	39
2017 Q4	$4.38M	Hold	41,000	–	–	0.48%	45
2017 Q3	$3.92M	Hold	41,000	–	–	0.5%	40
2017 Q2	$3.75M	Hold	41,000	–	–	0.49%	40
2017 Q1	$3.6M	Hold	41,000	–	–	0.49%	42
2016 Q4	$3.54M	Hold	41,000	–	–	0.5%	44
2016 Q3	$2.73M	Hold	41,000	–	–	0.47%	49
2016 Q2	$2.55M	Sell	41,000 -5,000	-11%	-$312K	0.51%	44
2016 Q1	$2.72M	Sell	46,000 -5,000	-10%	-$292K	0.52%	45
2015 Q4	$3.37M	Hold	51,000	–	–	0.63%	30
2015 Q3	$3.11M	Hold	51,000	–	–	0.65%	31
2015 Q2	$3.46M	Hold	51,000	–	–	0.65%	34
2015 Q1	$3.09M	Hold	51,000	–	–	0.63%	38
2014 Q4	$3.19M	Hold	51,000	–	–	0.66%	33
2014 Q3	$3.07M	Hold	51,000	–	–	0.7%	35
2014 Q2	$2.94M	Hold	51,000	–	–	0.71%	30
2014 Q1	$3.1M	Hold	51,000	–	–	0.76%	29
2013 Q4	$2.98M	Hold	51,000	–	–	0.71%	32
2013 Q3	$2.64M	Hold	51,000	–	–	0.7%	34
2013 Q2	$2.69M	Buy	+51,000	New	+$2.59M	0.76%	31

Other funds holding JPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

RBF Capital's JPM Position: Q1 2026 in Review

RBF Capital held its JPMorgan Chase (JPM) position steady in Q1 2026 at 41,000 shares worth $12.1M. The position accounts for 0.59% of the portfolio, ranked #43.

RBF Capital first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.2M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

RBF Capital held 41,000 shares of JPMorgan Chase worth $12.1M as of Q1 2026.
RBF Capital left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.59% of RBF Capital's portfolio in Q1 2026, its #43 holding.
RBF Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
RBF Capital's JPMorgan Chase position peaked at $13.2M in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on RBF Capital's 13F filing for Q1 2026, filed 15 May 2026.