Rinkey Investments’s JPMorgan Chase JPM Stock Holding History

Rinkey Investments’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	$320K	Hold	977	–	–	0.08%	99
2026 Q1	$287K	Hold	977	–	–	0.07%	101
2025 Q4	$315K	Hold	977	–	–	0.08%	103
2025 Q3	$308K	Sell	977 -167	-15%	-$49.7K	0.08%	101
2025 Q2	$332K	Buy	+1,144	New	+$292K	0.1%	77

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Rinkey Investments's JPM Position: Q2 2026 in Review

Rinkey Investments held its JPMorgan Chase (JPM) position steady in Q2 2026 at 977 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #99.

Rinkey Investments first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $332K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Rinkey Investments held 977 shares of JPMorgan Chase worth $320K as of Q2 2026.
Rinkey Investments left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.08% of Rinkey Investments's portfolio in Q2 2026, its #99 holding.
Rinkey Investments first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
Rinkey Investments's JPMorgan Chase position peaked at $332K in Q2 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.