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RFG Holdings’s JPMorgan Chase JPM Stock Holding History

RFG Holdings’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
Q2 		$494K Buy
1,510
+76
+5% +$23.6K 0.1% 50
2026
Q1 		$422K Sell
1,434
-12
-0.8% -$3.64K 0.11% 48
2025
Q4 		$466K Buy
1,446
+130
+10% +$40.2K 0.12% 43
2025
Q3 		$415K Buy
1,316
+227
+21% +$67.5K 0.11% 44
2025
Q2 		$316K Buy
1,089
+129
+13% +$32.9K 0.09% 46
2025
Q1 		$236K Buy
960
+83
+9% +$21.2K 0.08% 54
2024
Q4 		$211K Buy
+877
New +$204K 0.07% 54

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

RFG Holdings's JPM Position: Q2 2026 in Review

RFG Holdings increased its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,510 shares worth $494K. The position accounts for 0.1% of the portfolio, ranked #50.

RFG Holdings first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • RFG Holdings held 1,510 shares of JPMorgan Chase worth $494K as of Q2 2026.
  • RFG Holdings bought 76 JPMorgan Chase shares in Q2 2026, an estimated $23.6K.
  • JPMorgan Chase made up 0.1% of RFG Holdings's portfolio in Q2 2026, its #50 holding.
  • RFG Holdings first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RFG Holdings's 13F filing for Q2 2026, filed 29 Jul 2026.