RWB
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RMR Wealth Builders’s JPMorgan Chase JPM Stock Holding History

RMR Wealth Builders’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 		$14M Buy
42,694
+3,753
+10% +$1.17M 0.87% 22
2026
Q1 		$11.5M Buy
38,941
+1,414
+4% +$429K 0.9% 20
2025
Q4 		$12.1M Buy
37,527
+1,204
+3% +$373K 0.97% 20
2025
Q3 		$11.5M Buy
36,323
+1,086
+3% +$323K 0.96% 20
2025
Q2 		$10.2M Buy
35,237
+1,577
+5% +$402K 0.93% 21
2025
Q1 		$8.26M Buy
33,660
+603
+2% +$154K 0.87% 21
2024
Q4 		$7.92M Buy
33,057
+1,382
+4% +$322K 0.82% 23
2024
Q3 		$6.68M Buy
31,675
+40
+0.1% +$8.43K 0.71% 24
2024
Q2 		$6.4M Buy
31,635
+1,253
+4% +$245K 0.73% 24
2024
Q1 		$6.09M Buy
30,382
+1,526
+5% +$275K 0.74% 24
2023
Q4 		$4.91M Buy
28,856
+1,945
+7% +$295K 0.69% 24
2023
Q3 		$3.9M Buy
26,911
+3,348
+14% +$502K 0.62% 27
2023
Q2 		$3.43M Sell
23,563
-1,315
-5% -$181K 0.58% 26
2023
Q1 		$3.24M Buy
24,878
+35
+0.1% +$4.8K 0.62% 29
2022
Q4 		$3.33M Buy
24,843
+121
+0.5% +$15.3K 0.76% 26
2022
Q3 		$2.58M Buy
24,722
+379
+2% +$43.5K 0.63% 28
2022
Q2 		$2.74M Sell
24,343
-1,442
-6% -$179K 0.68% 27
2022
Q1 		$3.52M Buy
25,785
+13,902
+117% +$2.05M 0.75% 25
2021
Q4 		$1.88M Sell
11,883
-14,813
-55% -$2.43M 0.54% 30
2021
Q3 		$4.37M Buy
26,696
+910
+4% +$143K 1.28% 13
2021
Q2 		$4.01M Sell
25,786
-2,962
-10% -$465K 1.31% 12
2021
Q1 		$4.38M Buy
28,748
+8,632
+43% +$1.24M 1.14% 13
2020
Q4 		$2.56M Sell
20,116
-11,695
-37% -$1.31M 1.26% 12
2020
Q3 		$3.06M Buy
31,811
+14,279
+81% +$1.4M 0.79% 21
2020
Q2 		$1.65M Buy
+17,532
New +$1.66M 1.47% 15
2019
Q4 		$2.67M Buy
+19,163
New +$2.46M 2.57% 6

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RMR Wealth Builders's JPM Position: Q2 2026 in Review

RMR Wealth Builders increased its JPMorgan Chase (JPM) stake by 9.6% in Q2 2026, buying an estimated $1.17M and bringing the position to 42,694 shares worth $14M. The position accounts for 0.87% of the portfolio, ranked #22.

RMR Wealth Builders first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • RMR Wealth Builders held 42,694 shares of JPMorgan Chase worth $14M as of Q2 2026.
  • RMR Wealth Builders bought 3,753 JPMorgan Chase shares in Q2 2026, an estimated $1.17M.
  • JPMorgan Chase made up 0.87% of RMR Wealth Builders's portfolio in Q2 2026, its #22 holding.
  • RMR Wealth Builders first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.