RF&L Wealth Management’s JPMorgan Chase JPM Stock Holding History

RF&L Wealth Management’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 Q1	$288K	Sell	977 -6,023	-86%	-$1.83M	0.22%	47
2025 Q4	$2.26M	Sell	7,000 -1	-0%	-$310	1.26%	24
2025 Q3	$2.21M	Sell	7,001 -226	-3%	-$67.2K	1.3%	24
2025 Q2	$2.1M	Hold	7,227	–	–	1.35%	24
2025 Q1	$1.77M	Sell	7,227 -50	-0.7%	-$12.7K	1.27%	23
2024 Q4	$1.74M	Hold	7,277	–	–	1.23%	22
2024 Q3	$1.53M	Sell	7,277 -36	-0.5%	-$7.58K	1.09%	26
2024 Q2	$1.48M	Hold	7,313	–	–	1.13%	25
2024 Q1	$1.46M	Sell	7,313 -180	-2%	-$32.5K	1.13%	23
2023 Q4	$1.27M	Hold	7,493	–	–	1.06%	23
2023 Q3	$1.09M	Hold	7,493	–	–	1.01%	24
2023 Q2	$1.09M	Hold	7,493	–	–	0.99%	24
2023 Q1	$976K	Hold	7,493	–	–	0.95%	27
2022 Q4	$1M	Buy	+7,493	New	+$949K	1.04%	24

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RF&L Wealth Management's JPM Position: Q1 2026 in Review

RF&L Wealth Management reduced its JPMorgan Chase (JPM) stake by 86% in Q1 2026, selling an estimated $1.83M and leaving 977 shares worth $288K. The position accounts for 0.22% of the portfolio, ranked #47.

RF&L Wealth Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

RF&L Wealth Management held 977 shares of JPMorgan Chase worth $288K as of Q1 2026.
RF&L Wealth Management sold 6,023 JPMorgan Chase shares in Q1 2026, an estimated $1.83M.
JPMorgan Chase made up 0.22% of RF&L Wealth Management's portfolio in Q1 2026, its #47 holding.
RF&L Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
RF&L Wealth Management's JPMorgan Chase position peaked at $2.26M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.