RFP Financial Group’s JPMorgan Chase JPM Stock Holding History

RFP Financial Group’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	$1.73M	Sell	5,889 -647	-10%	-$196K	0.94%	20
2025 Q4	$2.11M	Sell	6,536 -362	-5%	-$112K	1.01%	14
2025 Q3	$2.13M	Sell	6,898 -35	-0.5%	-$10.4K	0.87%	25
2025 Q2	$2.01M	Hold	6,933	–	–	0.83%	23
2025 Q1	$1.7M	Buy	6,933 +47	+0.7%	+$12K	0.68%	24
2024 Q4	$1.65M	Hold	6,886	–	–	0.64%	27
2024 Q3	$1.45M	Sell	6,886 -540	-7%	-$114K	0.47%	35
2024 Q2	$1.5M	Sell	7,426 -479	-6%	-$93.6K	0.56%	32
2024 Q1	$1.58M	Buy	7,905 +36	+0.5%	+$6.5K	0.62%	27
2023 Q4	$1.34M	Hold	7,869	–	–	0.55%	30
2023 Q3	$1.14M	Sell	7,869 -299	-4%	-$44.8K	0.5%	33
2023 Q2	$1.19M	Buy	8,168 +6,778	+488%	+$932K	0.48%	37
2023 Q1	$181K	Sell	1,390 -7,535	-84%	-$1.03M	0.21%	42
2022 Q4	$1.2M	Buy	+8,925	New	+$1.13M	0.54%	34

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

RFP Financial Group's JPM Position: Q1 2026 in Review

RFP Financial Group reduced its JPMorgan Chase (JPM) stake by 9.9% in Q1 2026, selling an estimated $196K and leaving 5,889 shares worth $1.73M. The position accounts for 0.94% of the portfolio, ranked #20.

RFP Financial Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.13M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

RFP Financial Group held 5,889 shares of JPMorgan Chase worth $1.73M as of Q1 2026.
RFP Financial Group sold 647 JPMorgan Chase shares in Q1 2026, an estimated $196K.
JPMorgan Chase made up 0.94% of RFP Financial Group's portfolio in Q1 2026, its #20 holding.
RFP Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
RFP Financial Group's JPMorgan Chase position peaked at $2.13M in Q3 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.