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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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.