Ring Mountain Capital’s JPMorgan Chase JPM Stock Holding History

Ring Mountain Capital’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	$904K	Sell	3,072 -6	-0.2%	-$1.82K	0.49%	35
2025 Q4	$962K	Buy	3,078 +9	+0.3%	+$2.79K	0.49%	36
2025 Q3	$968K	Buy	3,069 +16	+0.5%	+$4.76K	0.54%	32
2025 Q2	$889K	Buy	3,053 +45	+1%	+$11.5K	0.54%	32
2025 Q1	$738K	Buy	3,008 +96	+3%	+$24.5K	0.55%	30
2024 Q4	$698K	Buy	+2,912	New	+$678K	0.47%	35

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

Ring Mountain Capital's JPM Position: Q1 2026 in Review

Ring Mountain Capital reduced its JPMorgan Chase (JPM) stake by 0.19% in Q1 2026, selling an estimated $1.82K and leaving 3,072 shares worth $904K. The position accounts for 0.49% of the portfolio, ranked #35.

Ring Mountain Capital first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $968K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Ring Mountain Capital held 3,072 shares of JPMorgan Chase worth $904K as of Q1 2026.
Ring Mountain Capital sold 6 JPMorgan Chase shares in Q1 2026, an estimated $1.82K.
JPMorgan Chase made up 0.49% of Ring Mountain Capital's portfolio in Q1 2026, its #35 holding.
Ring Mountain Capital first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Ring Mountain Capital's JPMorgan Chase position peaked at $968K in Q3 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.