RIM
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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
Q2 		$3.38M Hold
10,318
– – 0.3% 24
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RW Investment Management's JPM Position: Q2 2026 in Review

RW Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 10,318 shares worth $3.38M. The position accounts for 0.3% of the portfolio, ranked #24.

RW Investment Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • RW Investment Management held 10,318 shares of JPMorgan Chase worth $3.38M as of Q2 2026.
  • RW Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.3% of RW Investment Management's portfolio in Q2 2026, its #24 holding.
  • RW Investment Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.