RB Capital Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1695582 RENO, NV

Position in JPM

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$9,549,198

+$942,371 QoQ

Shares Held

29,173

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

#1,506

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Financial Services · as of Jun 30, 2026

RB Capital Management, LLC holds $15,533,485 across 5 Banks - Diversified names. JPM ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	29,173	$9,549,198
2	BAC	Bank Of America Corp /De/	45,119	$2,570,880
3	BNY	Bank of New York Mellon Corp	15,080	$2,180,718
4	WFC	Wells Fargo & Company/Mn	11,917	$984,820
5	C	Citigroup Inc	1,771	$247,869

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,549,198	29,173	-0.3%	Shares	Sole	2026-08-18
2026-03-31	$8,606,827	29,259	+3.0%	Shares	Sole	2026-05-15
2025-12-31	$9,149,114	28,394	+1.0%	Shares	Sole	2026-02-03
2025-09-30	$8,869,576	28,119	+2.6%	Shares	Sole	2025-10-21
2025-06-30	$7,942,374	27,396	+2.0%	Shares	Sole	2025-07-07
2025-03-31	$6,587,776	26,856	+2.5%	Shares	Sole	2025-05-14
2024-12-31	$6,283,278	26,212	+2.1%	Shares	Sole	2025-02-18
2024-09-30	$5,412,565	25,669	+1.2%	Shares	Sole	2024-11-18
2024-06-30	$5,132,752	25,377	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$5,071,596	25,320	+6.0%	Shares	Sole	2024-05-13
2023-12-31	$4,063,008	23,886	+1.1%	Shares	Sole	2024-02-06
2023-09-30	$3,427,112	23,632	+0.6%	Shares	Sole	2023-11-16
2023-06-30	$3,417,112	23,495	+0.7%	Shares	Sole	2023-12-11
2023-03-31	$3,039,350	23,324	+4.4%	Shares	Sole	2023-05-10
2022-12-31	$2,996,464	22,345	+1.8%	Shares	Sole	2023-01-19
2022-09-30	$2,293,879	21,951	+10.1%	Shares	Sole	2022-10-24
2022-06-30	$2,245,781	19,943	+4.7%	Shares	Sole	2022-07-14
2022-03-31	$2,596,623	19,048	+2.2%	Shares	Sole	2022-05-10
2021-12-31	$2,951,327	18,638	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$3,063,458	18,715	+1.6%	Shares	Sole	2021-11-12
2021-06-30	$2,865,513	18,423	+4.3%	Shares	Sole	2021-08-06
2021-03-31	$2,688,990	17,664	+1.5%	Shares	Sole	2021-05-11
2020-12-31	$2,211,780	17,406	+5.7%	Shares	Sole	2021-02-04
2020-09-30	$1,585,278	16,467	+2.0%	Shares	Sole	2020-11-12
2020-06-30	$1,519,257	16,152	+2.3%	Shares	Sole	2020-07-31
2020-03-31	$1,421,303	15,787	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.