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RW Investment Management’s JPMorgan Chase JPM Stock Holding History

RW Investment 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 		$3.04M Buy
+10,318
New +$3.13M 0.29% 25
2025
Q3 		$3.35M Sell
10,627
-73
-0.7% -$21.7K 0.35% 19
2025
Q2 		$3.1M Buy
10,700
+1,374
+15% +$351K 0.35% 20
2025
Q1 		$2.29M Sell
9,326
-101
-1% -$25.7K 0.28% 22
2024
Q4 		$2.26M Buy
9,427
+36
+0.4% +$8.38K 0.28% 23
2024
Q3 		$1.98M Sell
9,391
-100
-1% -$21.1K 0.25% 24
2024
Q2 		$1.92M Sell
9,491
-74
-0.8% -$14.5K 0.26% 22
2024
Q1 		$1.92M Sell
9,565
-461
-5% -$83.2K 0.27% 21
2023
Q4 		$1.71M Sell
10,026
-21
-0.2% -$3.18K 0.26% 21
2023
Q3 		$1.46M Sell
10,047
-585
-6% -$87.7K 0.26% 20
2023
Q2 		$1.55M Sell
10,632
-64
-0.6% -$8.8K 0.32% 20
2023
Q1 		$1.39M Sell
10,696
-137
-1% -$18.8K 0.39% 23
2022
Q4 		$1.45M Buy
+10,833
New +$1.37M 0.57% 19

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

RW Investment Management's JPM Position: Q1 2026 in Review

RW Investment Management opened a new position in JPMorgan Chase (JPM) in Q1 2026: 10,318 shares worth $3.04M. The stake represents 0.29% of the portfolio and ranks #25 among its holdings. This is a return to the name: RW Investment Management previously reported a position in JPM as recently as Q3 2025.

RW Investment Management first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.35M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • RW Investment Management held 10,318 shares of JPMorgan Chase worth $3.04M as of Q1 2026.
  • JPMorgan Chase was a new RW Investment Management position in Q1 2026.
  • JPMorgan Chase made up 0.29% of RW Investment Management's portfolio in Q1 2026, its #25 holding.
  • RW Investment Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
  • RW Investment Management's JPMorgan Chase position peaked at $3.35M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.