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 Q2	$586K	Buy	1,605 +70	+5%	+$21.7K	0.06%	39
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

RMG Wealth Management's JPM Position: Q2 2026 in Review

RMG Wealth Management increased its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,605 shares worth $586K. The position accounts for 0.06% of the portfolio, ranked #39.

RMG Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

RMG Wealth Management held 1,605 shares of JPMorgan Chase worth $586K as of Q2 2026.
RMG Wealth Management bought 70 JPMorgan Chase shares in Q2 2026, an estimated $21.7K.
JPMorgan Chase made up 0.06% of RMG Wealth Management's portfolio in Q2 2026, its #39 holding.
RMG Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.