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
2025
Q4 		– Sell
-14
Closed -$15.1K – 308
2025
Q3 		$15.1K Sell
14
-1,386
-99% -$412K ﹤0.01% 242
2025
Q2 		$406K Sell
1,400
-300
-18% -$76.6K 0.04% 239
2025
Q1 		$407K Sell
1,700
-400
-19% -$102K 0.05% 244
2024
Q4 		$503K Hold
2,100
– – 0.05% 206
2024
Q3 		$443K Buy
+2,100
New +$442K 0.03% 258
2024
Q2 		– Sell
-2,500
Closed -$501K – 313
2024
Q1 		$501K Buy
+2,500
New +$451K 0.05% 236
2023
Q2 		– Sell
-4,800
Closed -$625K – 287
2023
Q1 		$625K Buy
4,800
+4,200
+700% +$575K 0.09% 192
2022
Q4 		$80.5K Buy
+600
New +$76K 0.01% 254

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.