RPG Investment Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.2M | Buy |
46,404
+23
| +0% | +$7.14K | 1.56% | 29 |
|
|
2026
Q1 | $13.6M | Buy |
46,381
+967
| +2% | +$293K | 1.65% | 23 |
|
|
2025
Q4 | $14.6M | Buy |
45,414
+19
| +0% | +$5.88K | 1.66% | 25 |
|
|
2025
Q3 | $14.3M | Sell |
45,395
-217
| -0.5% | -$64.5K | 1.69% | 24 |
|
|
2025
Q2 | $13.2M | Sell |
45,612
-44,989
| -50% | -$11.5M | 1.64% | 26 |
|
|
2025
Q1 | $22.2M | Buy |
90,601
+46,641
| +106% | +$11.9M | 1.59% | 27 |
|
|
2024
Q4 | $10.5M | Buy |
43,960
+139
| +0.3% | +$32.4K | 1.41% | 29 |
|
|
2024
Q3 | $9.24M | Buy |
43,821
+28
| +0.1% | +$5.9K | 1.32% | 31 |
|
|
2024
Q2 | $8.86M | Sell |
43,793
-462
| -1% | -$90.3K | 1.31% | 33 |
|
|
2024
Q1 | $8.86M | Sell |
44,255
-44
| -0.1% | -$7.94K | 1.33% | 34 |
|
|
2023
Q4 | $7.54M | Buy |
44,299
+617
| +1% | +$93.5K | 1.23% | 34 |
|
|
2023
Q3 | $6.33M | Sell |
43,682
-60
| -0.1% | -$8.99K | 1.16% | 38 |
|
|
2023
Q2 | $6.36M | Sell |
43,742
-37,359
| -46% | -$5.14M | 1.1% | 39 |
|
|
2023
Q1 | $10.6M | Sell |
81,101
-70
| -0.1% | -$9.59K | 1.87% | 19 |
|
|
2022
Q4 | $10.9M | Sell |
81,171
-106
| -0.1% | -$13.4K | 2.1% | 14 |
|
|
2022
Q3 | $8.49M | Buy |
81,277
+23,916
| +42% | +$2.74M | 1.83% | 23 |
|
|
2022
Q2 | $6.46M | Buy |
57,361
+15,883
| +38% | +$1.97M | 1.31% | 32 |
|
|
2022
Q1 | $5.65M | Buy |
41,478
+113
| +0.3% | +$16.7K | 0.92% | 54 |
|
|
2021
Q4 | $6.55M | Sell |
41,365
-6,431
| -13% | -$1.06M | 1.02% | 53 |
|
|
2021
Q3 | $7.82M | Buy |
47,796
+1,545
| +3% | +$242K | 1.29% | 29 |
|
|
2021
Q2 | $7.19M | Buy |
46,251
+1,741
| +4% | +$273K | 1.17% | 42 |
|
|
2021
Q1 | $6.78M | Sell |
44,510
-855
| -2% | -$123K | 1.21% | 38 |
|
|
2020
Q4 | $5.76M | Buy |
45,365
+1,096
| +2% | +$123K | 1.16% | 44 |
|
|
2020
Q3 | $4.26M | Buy |
44,269
+323
| +0.7% | +$31.7K | 1.04% | 51 |
|
|
2020
Q2 | $4.13M | Buy |
43,946
+1,725
| +4% | +$164K | 1.09% | 49 |
|
|
2020
Q1 | $3.8M | Buy |
42,221
+452
| +1% | +$54.9K | 1.08% | 51 |
|
|
2019
Q4 | $5.82M | Buy |
41,769
+3
| +0% | +$385 | 1.33% | 34 |
|
|
2019
Q3 | $4.92M | Sell |
41,766
-31,708
| -43% | -$3.59M | 1.17% | 42 |
|
|
2019
Q2 | $8.25M | Sell |
73,474
-1,607
| -2% | -$177K | 1.94% | 12 |
|
|
2019
Q1 | $7.6M | Buy |
75,081
+818
| +1% | +$84.3K | 1.78% | 11 |
|
|
2018
Q4 | $7.25M | Buy |
74,263
+481
| +0.7% | +$51.2K | 1.81% | 10 |
|
|
2018
Q3 | $8.33M | Sell |
73,782
-584
| -0.8% | -$66.3K | 1.75% | 12 |
|
|
2018
Q2 | $7.75M | Buy |
74,366
+58
| +0.1% | +$6.36K | 1.74% | 17 |
|
|
2018
Q1 | $8.17M | Buy |
74,308
+3,709
| +5% | +$420K | 1.87% | 10 |
|
|
2017
Q4 | $7.55M | Sell |
70,599
-484
| -0.7% | -$49K | 1.83% | 14 |
|
|
2017
Q3 | $6.79M | Sell |
71,083
-407
| -0.6% | -$37.5K | 1.73% | 14 |
|
|
2017
Q2 | $6.53M | Buy |
71,490
+7,392
| +12% | +$638K | 1.79% | 14 |
|
|
2017
Q1 | $5.63M | Buy |
64,098
+3,974
| +7% | +$351K | 1.65% | 15 |
|
|
2016
Q4 | $5.19M | Sell |
60,124
-1,488
| -2% | -$113K | 1.75% | 15 |
|
|
2016
Q3 | $4.1M | Sell |
61,612
-5,138
| -8% | -$335K | 1.28% | 25 |
|
|
2016
Q2 | $4.14M | Buy |
+66,750
| New | +$4.17M | 1.11% | 34 |
|
Other funds holding JPM
RPG Investment Advisory's JPM Position: Q2 2026 in Review
RPG Investment Advisory increased its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, buying an estimated $7.14K and bringing the position to 46,404 shares worth $15.2M. The position accounts for 1.56% of the portfolio, ranked #29.
RPG Investment Advisory first reported a position in JPM in Q2 2016 and has held it in 41 quarters since. The position peaked at $22.2M in Q1 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- RPG Investment Advisory held 46,404 shares of JPMorgan Chase worth $15.2M as of Q2 2026.
- RPG Investment Advisory bought 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
- JPMorgan Chase made up 1.56% of RPG Investment Advisory's portfolio in Q2 2026, its #29 holding.
- RPG Investment Advisory first reported a position in JPMorgan Chase in Q2 2016 and has held it in 41 quarters since.
- RPG Investment Advisory's JPMorgan Chase position peaked at $22.2M in Q1 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on RPG Investment Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.