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
2015 Q1	–	Sell	-338	Closed	-$5K	–	303
2014 Q4	$5K	Hold	338	–	–	﹤0.01%	290
2014 Q3	$17K	Hold	338	–	–	﹤0.01%	281
2014 Q2	$33K	Buy	+338	New	+$19K	0.01%	278

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RBF Capital's JPM Position: Q2 2026 in Review

RBF Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 41,000 shares worth $13.4M. The position accounts for 0.56% of the portfolio, ranked #45.

RBF Capital first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

RBF Capital held 41,000 shares of JPMorgan Chase worth $13.4M as of Q2 2026.
RBF Capital left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.56% of RBF Capital's portfolio in Q2 2026, its #45 holding.
RBF Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RBF Capital's 13F filing for Q2 2026, filed 14 Aug 2026.