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RMG Wealth Management’s JPMorgan Chase JPM Stock Holding History

RMG Wealth Management’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 		$461K Buy
1,535
+53
+4% +$16.1K 0.05% 39
2025
Q4 		$453K Sell
1,482
-58
-4% -$18K 0.06% 32
2025
Q3 		$453K Hold
1,540
– – 0.06% 29
2025
Q2 		$449K Buy
+1,540
New +$393K 0.07% 26

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

RMG Wealth Management's JPM Position: Q1 2026 in Review

RMG Wealth Management increased its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, buying an estimated $16.1K and bringing the position to 1,535 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #39.

RMG Wealth Management first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • RMG Wealth Management held 1,535 shares of JPMorgan Chase worth $461K as of Q1 2026.
  • RMG Wealth Management bought 53 JPMorgan Chase shares in Q1 2026, an estimated $16.1K.
  • JPMorgan Chase made up 0.05% of RMG Wealth Management's portfolio in Q1 2026, its #39 holding.
  • RMG Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.