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RPS Advisory Solutions’s JPMorgan Chase JPM Stock Holding History

RPS Advisory Solutions’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 		$481K Sell
1,637
-152
-8% -$46.1K 0.27% 52
2025
Q4 		$576K Sell
1,789
-422
-19% -$131K 0.27% 65
2025
Q3 		$697K Buy
2,211
+124
+6% +$36.9K 0.34% 48
2025
Q2 		$605K Buy
2,087
+29
+1% +$7.4K 0.33% 47
2025
Q1 		$505K Sell
2,058
-29
-1% -$7.39K 0.36% 42
2024
Q4 		$500K Sell
2,087
-133
-6% -$31K 0.31% 61
2024
Q3 		$468K Sell
2,220
-46
-2% -$9.69K 0.34% 56
2024
Q2 		$458K Buy
+2,266
New +$443K 0.42% 53

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

RPS Advisory Solutions's JPM Position: Q1 2026 in Review

RPS Advisory Solutions reduced its JPMorgan Chase (JPM) stake by 8.5% in Q1 2026, selling an estimated $46.1K and leaving 1,637 shares worth $481K. The position accounts for 0.27% of the portfolio, ranked #52.

RPS Advisory Solutions first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $697K in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • RPS Advisory Solutions held 1,637 shares of JPMorgan Chase worth $481K as of Q1 2026.
  • RPS Advisory Solutions sold 152 JPMorgan Chase shares in Q1 2026, an estimated $46.1K.
  • JPMorgan Chase made up 0.27% of RPS Advisory Solutions's portfolio in Q1 2026, its #52 holding.
  • RPS Advisory Solutions first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • RPS Advisory Solutions's JPMorgan Chase position peaked at $697K in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on RPS Advisory Solutions's 13F filing for Q1 2026, filed 4 May 2026.