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RWQ Financial Management Services’s JPMorgan Chase JPM Stock Holding History

RWQ Financial Management Services’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 		$8.12M Sell
24,813
-5,815
-19% -$1.81M 3.92% 14
2026
Q1 		$9.01M Sell
30,628
-24,757
-45% -$7.51M 5.87% 7
2025
Q4 		$17.8M Buy
55,385
+16,775
+43% +$5.19M 8.21% 3
2025
Q3 		$12.2M Sell
38,610
-17,590
-31% -$5.23M 5.28% 9
2025
Q2 		$16.3M Buy
56,200
+16,750
+42% +$4.27M 6.86% 8
2025
Q1 		$9.68M Sell
39,450
-61,919
-61% -$15.8M 6.4% 6
2024
Q4 		$24.3M Buy
101,369
+15,952
+19% +$3.72M 9.51% 2
2024
Q3 		$18M Buy
85,417
+21,804
+34% +$4.59M 6.24% 9
2024
Q2 		$12.9M Buy
63,613
+16,013
+34% +$3.13M 4.66% 9
2024
Q1 		$9.53M Buy
47,600
+7,519
+19% +$1.36M 4.14% 8
2023
Q4 		$6.82M Sell
40,081
-6,983
-15% -$1.06M 5.61% 8
2023
Q3 		$6.83M Buy
47,064
+16,179
+52% +$2.43M 7.41% 6
2023
Q2 		$4.49M Buy
30,885
+27,870
+924% +$3.83M 3.94% 12
2023
Q1 		$393K Sell
3,015
-19,314
-86% -$2.65M 0.47% 18
2022
Q4 		$2.99M Buy
22,329
+1,663
+8% +$211K 5.93% 6
2022
Q3 		$2.16M Sell
20,666
-892
-4% -$102K 7.58% 4
2022
Q2 		$2.43M Sell
21,558
-37,460
-63% -$4.64M 6.05% 7
2022
Q1 		$8.04M Sell
59,018
-27,740
-32% -$4.09M 6.59% 7
2021
Q4 		$13.7M Buy
86,758
+13,433
+18% +$2.21M 8.65% 2
2021
Q3 		$12M Buy
73,325
+24,700
+51% +$3.87M 8.8% 3
2021
Q2 		$7.56M Sell
48,625
-22,375
-32% -$3.51M 5.69% 6
2021
Q1 		$10.8M Buy
71,000
+8,725
+14% +$1.26M 8.59% 3
2020
Q4 		$7.91M Buy
+62,275
New +$6.96M 6.24% 3

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RWQ Financial Management Services's JPM Position: Q2 2026 in Review

RWQ Financial Management Services reduced its JPMorgan Chase (JPM) stake by 19% in Q2 2026, selling an estimated $1.81M and leaving 24,813 shares worth $8.12M. The position accounts for 3.92% of the portfolio, ranked #14.

RWQ Financial Management Services first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $24.3M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • RWQ Financial Management Services held 24,813 shares of JPMorgan Chase worth $8.12M as of Q2 2026.
  • RWQ Financial Management Services sold 5,815 JPMorgan Chase shares in Q2 2026, an estimated $1.81M.
  • JPMorgan Chase made up 3.92% of RWQ Financial Management Services's portfolio in Q2 2026, its #14 holding.
  • RWQ Financial Management Services first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • RWQ Financial Management Services's JPMorgan Chase position peaked at $24.3M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RWQ Financial Management Services's 13F filing for Q2 2026, filed 22 Jul 2026.