JP Morgan Chase’s Rand Capital RAND Stock Holding History

JP Morgan Chase’s Portfolio RAND Stock Details RAND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-91	Closed	-$1.05K	–	8014
2026 Q1	$1.05K	Sell	91 -10	-10%	-$114	﹤0.01%	7111
2025 Q4	$1.18K	Buy	+101	New	+$1.41K	﹤0.01%	7008
2014 Q1	–	Sell	-1,307	Closed	-$36K	–	3872
2013 Q4	$36K	Buy	+1,307	New	+$34.9K	﹤0.01%	3985

Other funds holding RAND

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $231M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase's RAND Position: Q2 2026 in Review

JP Morgan Chase sold out of Rand Capital (RAND) in Q2 2026, closing a stake of 91 shares — an estimated $1.05K sold.

JP Morgan Chase first reported a position in RAND in Q4 2013 and held it in 3 quarters. The position peaked at $36K in Q4 2013. 8 funds tracked by Wall St. Rank hold RAND as of Q2 2026.

JP Morgan Chase reported no remaining Rand Capital position as of Q2 2026 after selling out during the quarter.
JP Morgan Chase sold 91 Rand Capital shares in Q2 2026, an estimated $1.05K.
JP Morgan Chase first reported a position in Rand Capital in Q4 2013 and held it in 3 quarters.
JP Morgan Chase's Rand Capital position peaked at $36K in Q4 2013.
8 funds tracked by Wall St. Rank held Rand Capital as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.