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 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 $1.47B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase's RAND Position: Q1 2026 in Review

JP Morgan Chase reduced its Rand Capital (RAND) stake by 9.9% in Q1 2026, selling an estimated $114 and leaving 91 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #7111.

JP Morgan Chase first reported a position in RAND in Q4 2013 and has held it in 3 quarters since. The position peaked at $36K in Q4 2013. 5 funds tracked by Wall St. Rank hold RAND as of Q1 2026.

JP Morgan Chase held 91 shares of Rand Capital worth $1.05K as of Q1 2026.
JP Morgan Chase sold 10 Rand Capital shares in Q1 2026, an estimated $114.
Rand Capital made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7111 holding.
JP Morgan Chase first reported a position in Rand Capital in Q4 2013 and has held it in 3 quarters since.
JP Morgan Chase's Rand Capital position peaked at $36K in Q4 2013.
5 funds tracked by Wall St. Rank held Rand Capital as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.