RFM
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Royal Fund Management’s JPMorgan Chase JPM Stock Holding History

Royal Fund 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 		$17M Buy
51,847
+701
+1% +$218K 1.41% 10
2026
Q1 		$15.1M Buy
51,146
+434
+0.9% +$132K 1.43% 9
2025
Q4 		$16.2M Buy
50,712
+8,419
+20% +$2.61M 1.47% 12
2025
Q3 		$13.3M Sell
42,293
-7,121
-14% -$2.12M 1.59% 11
2025
Q2 		$14.3M Sell
49,414
-2,509
-5% -$640K 1.42% 9
2025
Q1 		$12.8M Sell
51,923
-2,487
-5% -$634K 1.43% 7
2024
Q4 		$13.1M Sell
54,410
-4,507
-8% -$1.05M 1.23% 15
2024
Q3 		$12.5M Sell
58,917
-1,463
-2% -$308K 0.75% 29
2024
Q2 		$12.3M Sell
60,380
-2,624
-4% -$513K 1% 8
2024
Q1 		$12.6M Buy
63,004
+3,354
+6% +$605K 1.24% 11
2023
Q4 		$10.2M Buy
59,650
+373
+0.6% +$56.5K 1.12% 15
2023
Q3 		$8.6M Sell
59,277
-1,285
-2% -$193K 1.16% 20
2023
Q2 		$8.81M Buy
60,562
+92
+0.2% +$12.7K 1.1% 17
2023
Q1 		$7.88M Buy
60,470
+928
+2% +$127K 1.13% 17
2022
Q4 		$7.98M Buy
59,542
+1,016
+2% +$129K 1.27% 19
2022
Q3 		$6.12M Sell
58,526
-2,443
-4% -$280K 1.11% 25
2022
Q2 		$6.87M Buy
60,969
+4,066
+7% +$504K 1.14% 25
2022
Q1 		$7.76M Sell
56,903
-73
-0.1% -$10.8K 1.12% 24
2021
Q4 		$9.02M Buy
56,976
+1,091
+2% +$179K 1.29% 19
2021
Q3 		$9.15M Buy
55,885
+2,073
+4% +$325K 1.33% 12
2021
Q2 		$8.37M Sell
53,812
-2,501
-4% -$393K 1.39% 17
2021
Q1 		$8.57M Buy
56,313
+3,339
+6% +$480K 1.57% 14
2020
Q4 		$6.73M Buy
52,974
+3,502
+7% +$391K 1.43% 17
2020
Q3 		$4.76M Buy
49,472
+1,659
+3% +$163K 1.22% 22
2020
Q2 		$4.5M Buy
47,813
+37,481
+363% +$3.56M 1.59% 11
2020
Q1 		$930K Buy
10,332
+4,116
+66% +$500K 0.38% 65
2019
Q4 		$866K Buy
6,216
+321
+5% +$41.2K 0.22% 75
2019
Q3 		$693K Sell
5,895
-576
-9% -$65.2K 0.19% 74
2019
Q2 		$723K Buy
6,471
+282
+5% +$31.1K 0.21% 65
2019
Q1 		$626K Sell
6,189
-931
-13% -$95.9K 0.2% 67
2018
Q4 		$695K Sell
7,120
-17,425
-71% -$1.86M 0.28% 64
2018
Q3 		$2.77M Sell
24,545
-450
-2% -$51.1K 0.86% 40
2018
Q2 		$2.6M Buy
24,995
+24,189
+3,001% +$2.65M 0.86% 41
2018
Q1 		$88K Buy
806
+85
+12% +$9.62K 0.03% 160
2017
Q4 		$77K Buy
721
+93
+15% +$9.42K 0.03% 179
2017
Q3 		$60K Buy
628
+150
+31% +$13.8K 0.02% 156
2017
Q2 		$43K Buy
478
+164
+52% +$14.2K 0.02% 166
2017
Q1 		$27K Buy
314
+100
+47% +$8.82K 0.01% 187
2016
Q4 		$18K Buy
+214
New +$16.3K 0.01% 209

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Royal Fund Management's JPM Position: Q2 2026 in Review

Royal Fund Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $218K and bringing the position to 51,847 shares worth $17M. The position accounts for 1.41% of the portfolio, ranked #10.

Royal Fund Management first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Royal Fund Management held 51,847 shares of JPMorgan Chase worth $17M as of Q2 2026.
  • Royal Fund Management bought 701 JPMorgan Chase shares in Q2 2026, an estimated $218K.
  • JPMorgan Chase made up 1.41% of Royal Fund Management's portfolio in Q2 2026, its #10 holding.
  • Royal Fund Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.