RDA Financial Network
JPM icon

RDA Financial Network’s JPMorgan Chase JPM Stock Holding History

RDA Financial Network’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
Q3 		$33.1K Buy
+100
New +$35K 0.01% 267

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

RDA Financial Network's JPM Position: Q3 2026 in Review

RDA Financial Network reduced its JPMorgan Chase (JPM) stake by 1.3% in Q3 2026, selling an estimated $133K and leaving 29,614 shares worth $9.8M. The position accounts for 2.13% of the portfolio, ranked #10.

RDA Financial Network first reported a position in JPM in Q1 2019 and has held it in 31 quarters since. The position peaked at $9.8M in Q2 2026. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • RDA Financial Network held 29,614 shares of JPMorgan Chase worth $9.8M as of Q3 2026.
  • RDA Financial Network sold 381 JPMorgan Chase shares in Q3 2026, an estimated $133K.
  • JPMorgan Chase made up 2.13% of RDA Financial Network's portfolio in Q3 2026, its #10 holding.
  • RDA Financial Network first reported a position in JPMorgan Chase in Q1 2019 and has held it in 31 quarters since.
  • RDA Financial Network's JPMorgan Chase position peaked at $9.8M in Q2 2026.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.