Resources Management Corp’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
$32.5M Sell
110,493
-71
-0.1% -$21.5K 4.31% 4
2025
Q4
$35.6M Sell
110,564
-1,293
-1% -$400K 4.62% 4
2025
Q3
$35.3M Sell
111,857
-9,169
-8% -$2.73M 4.56% 4
2025
Q2
$35.1M Sell
121,026
-1,657
-1% -$423K 4.76% 3
2025
Q1
$30.1M Sell
122,683
-1,623
-1% -$414K 4.23% 3
2024
Q4
$29.8M Sell
124,306
-1,004
-0.8% -$234K 4.07% 3
2024
Q3
$26.4M Sell
125,310
-1,221
-1% -$257K 3.56% 3
2024
Q2
$25.6M Sell
126,531
-1,805
-1% -$353K 3.72% 3
2024
Q1
$25.7M Sell
128,336
-9,004
-7% -$1.62M 3.76% 3
2023
Q4
$23.4M Sell
137,340
-567
-0.4% -$85.9K 3.47% 3
2023
Q3
$20M Sell
137,907
-1,006
-0.7% -$151K 3.26% 3
2023
Q2
$20.2M Buy
138,913
+101,131
+268% +$13.9M 3.15% 4
2023
Q1
$3.32M Sell
37,782
-104,000
-73% -$14.2M 0.53% 47
2022
Q4
$19M Sell
141,782
-59
-0% -$7.48K 3% 5
2022
Q3
$14.8M Sell
141,841
-322
-0.2% -$37K 2.56% 6
2022
Q2
$16M Sell
142,163
-564
-0.4% -$69.9K 2.59% 6
2022
Q1
$19.5M Buy
142,727
+334
+0.2% +$49.3K 2.72% 4
2021
Q4
$22.5M Sell
142,393
-2,485
-2% -$408K 2.93% 4
2021
Q3
$23.7M Sell
144,878
-332
-0.2% -$52K 3.41% 3
2021
Q2
$22.6M Sell
145,210
-1,363
-0.9% -$214K 3.17% 3
2021
Q1
$22.3M Sell
146,573
-230
-0.2% -$33.1K 3.37% 3
2020
Q4
$18.7M Sell
146,803
-388
-0.3% -$43.4K 3% 4
2020
Q3
$14.2M Buy
147,191
+787
+0.5% +$77.3K 2.56% 7
2020
Q2
$13.8M Buy
146,404
+1,429
+1% +$136K 2.63% 7
2020
Q1
$13.1M Sell
144,975
-4,529
-3% -$550K 2.91% 4
2019
Q4
$20.8M Sell
149,504
-2,200
-1% -$282K 3.61% 3
2019
Q3
$17.9M Buy
+151,704
New +$17.2M 3.3% 3
2018
Q4
$14.6M Sell
149,780
-8,489
-5% -$904K 3.25% 2
2018
Q3
$17.9M Buy
+158,269
New +$18M 3.26% 3

Other funds holding JPM

Resources Management Corp's JPM Position: Q1 2026 in Review

Resources Management Corp reduced its JPMorgan Chase (JPM) stake by 0.06% in Q1 2026, selling an estimated $21.5K and leaving 110,493 shares worth $32.5M. The position accounts for 4.31% of the portfolio, ranked #4.

Resources Management Corp first reported a position in JPM in Q3 2018 and has held it in 29 quarters since. The position peaked at $35.6M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Resources Management Corp held 110,493 shares of JPMorgan Chase worth $32.5M as of Q1 2026.
  • Resources Management Corp sold 71 JPMorgan Chase shares in Q1 2026, an estimated $21.5K.
  • JPMorgan Chase made up 4.31% of Resources Management Corp's portfolio in Q1 2026, its #4 holding.
  • Resources Management Corp first reported a position in JPMorgan Chase in Q3 2018 and has held it in 29 quarters since.
  • Resources Management Corp's JPMorgan Chase position peaked at $35.6M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.