RBO & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.8M | Sell |
74,101
-1,350
| -2% | -$410K | 3.52% | 9 |
|
|
2025
Q4 | $24.3M | Sell |
75,451
-86
| -0.1% | -$26.6K | 3.87% | 8 |
|
|
2025
Q3 | $23.8M | Sell |
75,537
-840
| -1% | -$250K | 3.73% | 7 |
|
|
2025
Q2 | $22.1M | Sell |
76,377
-31,942
| -29% | -$8.15M | 3.55% | 10 |
|
|
2025
Q1 | $26.6M | Sell |
108,319
-2,053
| -2% | -$523K | 4.24% | 7 |
|
|
2024
Q4 | $26.5M | Sell |
110,372
-1,060
| -1% | -$247K | 4.31% | 6 |
|
|
2024
Q3 | $23.5M | Sell |
111,432
-251
| -0.2% | -$52.9K | 3.71% | 6 |
|
|
2024
Q2 | $22.6M | Sell |
111,683
-18,365
| -14% | -$3.59M | 4.03% | 5 |
|
|
2024
Q1 | $26M | Sell |
130,048
-1,162
| -0.9% | -$210K | 4.35% | 5 |
|
|
2023
Q4 | $22.3M | Sell |
131,210
-4,005
| -3% | -$607K | 3.83% | 6 |
|
|
2023
Q3 | $19.6M | Sell |
135,215
-721
| -0.5% | -$108K | 3.56% | 8 |
|
|
2023
Q2 | $19.8M | Sell |
135,936
-148
| -0.1% | -$20.4K | 3.36% | 9 |
|
|
2023
Q1 | $17.7M | Sell |
136,084
-683
| -0.5% | -$93.6K | 3.09% | 11 |
|
|
2022
Q4 | $18.3M | Buy |
136,767
+109
| +0.1% | +$13.8K | 3.24% | 10 |
|
|
2022
Q3 | $14.3M | Buy |
136,658
+4,968
| +4% | +$570K | 2.84% | 14 |
|
|
2022
Q2 | $14.8M | Buy |
131,690
+11,068
| +9% | +$1.37M | 2.72% | 18 |
|
|
2022
Q1 | $16.4M | Sell |
120,622
-227
| -0.2% | -$33.5K | 2.69% | 19 |
|
|
2021
Q4 | $19.1M | Hold |
120,849
| – | – | 3.01% | 13 |
|
|
2021
Q3 | $19.8M | Hold |
120,849
| – | – | 3.47% | 7 |
|
|
2021
Q2 | $18.8M | Sell |
120,849
-3,458
| -3% | -$543K | 3.28% | 9 |
|
|
2021
Q1 | $18.9M | Buy |
124,307
+242
| +0.2% | +$34.8K | 3.46% | 7 |
|
|
2020
Q4 | $15.8M | Sell |
124,065
-913
| -0.7% | -$102K | 3.17% | 10 |
|
|
2020
Q3 | $12M | Buy |
124,978
+906
| +0.7% | +$89K | 2.67% | 20 |
|
|
2020
Q2 | $11.7M | Sell |
124,072
-681
| -0.5% | -$64.6K | 2.82% | 20 |
|
|
2020
Q1 | $11.2M | Sell |
124,753
-239
| -0.2% | -$29K | 3.02% | 15 |
|
|
2019
Q4 | $17.4M | Sell |
124,992
-1,323
| -1% | -$170K | 3.84% | 6 |
|
|
2019
Q3 | $14.9M | Buy |
126,315
+1,422
| +1% | +$161K | 3.52% | 10 |
|
|
2019
Q2 | $14M | Sell |
124,893
-1,036
| -0.8% | -$114K | 3.27% | 12 |
|
|
2019
Q1 | $12.7M | Buy |
125,929
+22
| +0% | +$2.27K | 3.06% | 13 |
|
|
2018
Q4 | $12.3M | Buy |
125,907
+1,852
| +1% | +$197K | 3.23% | 11 |
|
|
2018
Q3 | $14M | Sell |
124,055
-11,138
| -8% | -$1.26M | 3.35% | 7 |
|
|
2018
Q2 | $14.1M | Sell |
135,193
-2,047
| -1% | -$225K | 3.54% | 7 |
|
|
2018
Q1 | $15.1M | Buy |
137,240
+1,325
| +1% | +$150K | 3.83% | 5 |
|
|
2017
Q4 | $14.5M | Sell |
135,915
-323
| -0.2% | -$32.7K | 3.65% | 5 |
|
|
2017
Q3 | $13M | Buy |
136,238
+260
| +0.2% | +$24K | 3.39% | 8 |
|
|
2017
Q2 | $12.4M | Sell |
135,978
-558
| -0.4% | -$48.1K | 3.36% | 8 |
|
|
2017
Q1 | $12M | Sell |
136,536
-281
| -0.2% | -$24.8K | 3.36% | 8 |
|
|
2016
Q4 | $11.8M | Hold |
136,817
| – | – | 3.49% | 8 |
|
|
2016
Q3 | $9.11M | Buy |
136,817
+386
| +0.3% | +$25.2K | 2.74% | 17 |
|
|
2016
Q2 | $8.48M | Buy |
136,431
+451
| +0.3% | +$28.2K | 2.5% | 15 |
|
|
2016
Q1 | $8.05M | Buy |
135,980
+8,665
| +7% | +$506K | 2.41% | 18 |
|
|
2015
Q4 | $8.41M | Buy |
127,315
+1,886
| +2% | +$123K | 2.57% | 13 |
|
|
2015
Q3 | $7.65M | Buy |
125,429
+13,294
| +12% | +$871K | 2.59% | 18 |
|
|
2015
Q2 | $7.6M | Buy |
112,135
+1,392
| +1% | +$90.9K | 2.48% | 19 |
|
|
2015
Q1 | $6.71M | Buy |
110,743
+5,272
| +5% | +$312K | 2.21% | 20 |
|
|
2014
Q4 | $6.6M | Buy |
105,471
+323
| +0.3% | +$19.4K | 2.17% | 19 |
|
|
2014
Q3 | $6.33M | Buy |
105,148
+3,169
| +3% | +$185K | 2.29% | 19 |
|
|
2014
Q2 | $5.88M | Buy |
101,979
+1,189
| +1% | +$66.8K | 2.08% | 19 |
|
|
2014
Q1 | $6.12M | Buy |
100,790
+384
| +0.4% | +$22.2K | 2.27% | 17 |
|
|
2013
Q4 | $5.87M | Buy |
100,406
+1,634
| +2% | +$89.5K | 2.27% | 19 |
|
|
2013
Q3 | $5.11M | Buy |
98,772
+2,282
| +2% | +$122K | 2.19% | 17 |
|
|
2013
Q2 | $5.09M | Buy |
+96,490
| New | +$4.91M | 2.25% | 15 |
|
Other funds holding JPM
VCM
VPM
RBO & Co's JPM Position: Q1 2026 in Review
RBO & Co reduced its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, selling an estimated $410K and leaving 74,101 shares worth $21.8M. The position accounts for 3.52% of the portfolio, ranked #9.
RBO & Co first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.6M in Q1 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- RBO & Co held 74,101 shares of JPMorgan Chase worth $21.8M as of Q1 2026.
- RBO & Co sold 1,350 JPMorgan Chase shares in Q1 2026, an estimated $410K.
- JPMorgan Chase made up 3.52% of RBO & Co's portfolio in Q1 2026, its #9 holding.
- RBO & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- RBO & Co's JPMorgan Chase position peaked at $26.6M in Q1 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on RBO & Co's 13F filing for Q1 2026, filed 14 May 2026.