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RIT Capital Partners’s JPMorgan Chase JPM Stock Holding History

RIT Capital Partners’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
2025
Q2 		– Sell
-125,000
Closed -$30.7M – 23
2025
Q1 		$30.7M Sell
125,000
-27,600
-18% -$7.04M 4.36% 14
2024
Q4 		$36.6M Buy
+152,600
New +$35.5M 4.27% 8

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RIT Capital Partners's JPM Position: Q2 2025 in Review

RIT Capital Partners sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 125,000 shares — an estimated $30.7M sold.

RIT Capital Partners first reported a position in JPM in Q4 2024 and held it in 2 quarters. The position peaked at $36.6M in Q4 2024. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • RIT Capital Partners reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • RIT Capital Partners sold 125,000 JPMorgan Chase shares in Q2 2025, an estimated $30.7M.
  • RIT Capital Partners first reported a position in JPMorgan Chase in Q4 2024 and held it in 2 quarters.
  • RIT Capital Partners's JPMorgan Chase position peaked at $36.6M in Q4 2024.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on RIT Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.