RMR Capital Management’s JPMorgan Chase JPM Stock Holding History

RMR Capital 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	$1.67M	Hold	5,677	–	–	1.21%	26
2025 Q4	$1.83M	Hold	5,677	–	–	1.32%	25
2025 Q3	$1.79M	Hold	5,677	–	–	1.25%	26
2025 Q2	$1.65M	Sell	5,677 -3,002	-35%	-$766K	1.18%	24
2025 Q1	$2.13M	Hold	8,679	–	–	1.51%	16
2024 Q4	$2.08M	Hold	8,679	–	–	1.54%	18
2024 Q3	$1.83M	Hold	8,679	–	–	1.5%	18
2024 Q2	$1.76M	Hold	8,679	–	–	1.6%	17
2024 Q1	$1.74M	Hold	8,679	–	–	1.59%	18
2023 Q4	$1.48M	Buy	+8,679	New	+$1.32M	1.68%	18

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

RMR Capital Management's JPM Position: Q1 2026 in Review

RMR Capital Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 5,677 shares worth $1.67M. The position accounts for 1.21% of the portfolio, ranked #26.

RMR Capital Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.13M in Q1 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

RMR Capital Management held 5,677 shares of JPMorgan Chase worth $1.67M as of Q1 2026.
RMR Capital Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 1.21% of RMR Capital Management's portfolio in Q1 2026, its #26 holding.
RMR Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
RMR Capital Management's JPMorgan Chase position peaked at $2.13M in Q1 2025.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on RMR Capital Management's 13F filing for Q1 2026, filed 20 May 2026.