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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.9M	Hold	41,000	–	–	0.57%	32
2025 Q1	$10.1M	Hold	41,000	–	–	0.6%	29
2024 Q4	$9.83M	Hold	41,000	–	–	0.51%	41
2024 Q3	$8.65M	Hold	41,000	–	–	0.43%	44
2024 Q2	$8.29M	Hold	41,000	–	–	0.48%	44
2024 Q1	$8.21M	Hold	41,000	–	–	0.46%	45
2023 Q4	$6.97M	Hold	41,000	–	–	0.42%	51
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%	-$670K	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%	48
2021 Q3	$7.53M	Hold	46,000	–	–	0.42%	42
2021 Q2	$7.16M	Sell	46,000 -1,700	-4%	-$264K	0.4%	53
2021 Q1	$7.26M	Buy	47,700 +1,700	+4%	+$259K	0.45%	47
2020 Q4	$5.85M	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%	+$450K	0.54%	39
2019 Q4	$5.72M	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%	-$637K	0.46%	41
2019 Q1	$4.73M	Sell	46,700 -300	-0.6%	-$30.4K	0.56%	40
2018 Q4	$4.59M	Hold	47,000	–	–	0.6%	35
2018 Q3	$5.3M	Buy	47,000 +6,000	+15%	+$677K	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	$4.39M	Hold	41,000	–	–	0.48%	44
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%	41
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%	-$311K	0.51%	44
2016 Q1	$2.72M	Sell	46,000 -5,000	-10%	-$296K	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	+$2.69M	0.76%	31