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RM Financial Services, LLC

SEC CIK
0002109852
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by RM Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,711
Value
$560.1K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of JPM by RM Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,711$560.1K0.4%00.0%UnchangedHolders
Q1 20261,711$503.3K0.4%00.0%UnchangedHolders
Q4 20251,711$551.3K0.5%–No prior filingHolders