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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
Q2 		$3.38M Buy
10,316
+4,427
+75% +$1.37M 1.51% 15
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RFP Financial Group's JPM Position: Q2 2026 in Review

RFP Financial Group increased its JPMorgan Chase (JPM) stake by 75% in Q2 2026, buying an estimated $1.37M and bringing the position to 10,316 shares worth $3.38M. The position accounts for 1.51% of the portfolio, ranked #15.

RFP Financial Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • RFP Financial Group held 10,316 shares of JPMorgan Chase worth $3.38M as of Q2 2026.
  • RFP Financial Group bought 4,427 JPMorgan Chase shares in Q2 2026, an estimated $1.37M.
  • JPMorgan Chase made up 1.51% of RFP Financial Group's portfolio in Q2 2026, its #15 holding.
  • RFP Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.