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Royal Capital Wealth Management’s JPMorgan Chase JPM Stock Holding History

Royal Capital 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 		$6.65M Buy
22,612
+60
+0.3% +$18.2K 4.14% 7
2025
Q4 		$7.27M Buy
22,552
+60
+0.3% +$18.6K 4.29% 7
2025
Q3 		$7.09M Buy
22,492
+546
+2% +$162K 4.35% 6
2025
Q2 		$6.36M Buy
21,946
+8
+0% +$2.04K 4.23% 6
2025
Q1 		$5.38M Buy
21,938
+55
+0.3% +$14K 3.77% 7
2024
Q4 		$5.25M Buy
21,883
+1,065
+5% +$248K 3.68% 8
2024
Q3 		$4.39M Sell
20,818
-49
-0.2% -$10.3K 3.1% 9
2024
Q2 		$4.22M Buy
20,867
+368
+2% +$71.9K 3.18% 8
2024
Q1 		$4.11M Buy
20,499
+70
+0.3% +$12.6K 3.22% 7
2023
Q4 		$3.48M Buy
20,429
+84
+0.4% +$12.7K 3.01% 8
2023
Q3 		$2.95M Sell
20,345
-639
-3% -$95.8K 2.83% 9
2023
Q2 		$3.05M Buy
20,984
+84
+0.4% +$11.6K 2.88% 8
2023
Q1 		$2.72M Buy
20,900
+734
+4% +$101K 2.74% 12
2022
Q4 		$2.7M Buy
20,166
+86
+0.4% +$10.9K 2.87% 12
2022
Q3 		$2.1M Buy
20,080
+321
+2% +$36.8K 2.44% 14
2022
Q2 		$2.23M Buy
19,759
+87
+0.4% +$10.8K 2.41% 12
2022
Q1 		$2.68M Buy
19,672
+71
+0.4% +$10.5K 2.62% 11
2021
Q4 		$3.1M Buy
+19,601
New +$3.22M 3.01% 7

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

Royal Capital Wealth Management's JPM Position: Q1 2026 in Review

Royal Capital Wealth Management increased its JPMorgan Chase (JPM) stake by 0.27% in Q1 2026, buying an estimated $18.2K and bringing the position to 22,612 shares worth $6.65M. The position accounts for 4.14% of the portfolio, ranked #7.

Royal Capital Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.27M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Royal Capital Wealth Management held 22,612 shares of JPMorgan Chase worth $6.65M as of Q1 2026.
  • Royal Capital Wealth Management bought 60 JPMorgan Chase shares in Q1 2026, an estimated $18.2K.
  • JPMorgan Chase made up 4.14% of Royal Capital Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Royal Capital Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's JPMorgan Chase position peaked at $7.27M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.