JP Morgan Chase’s Rafael Holdings RFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$76 Hold
62
﹤0.01% 7330
2025
Q4
$73 Sell
62
-11,031
-99% -$14.3K ﹤0.01% 7238
2025
Q3
$15.1K Buy
11,093
+10,927
+6,583% +$18.4K ﹤0.01% 6553
2025
Q2
$287 Buy
166
+51
+44% +$83 ﹤0.01% 6748
2025
Q1
$211 Buy
115
+64
+125% +$124 ﹤0.01% 6792
2024
Q4
$83 Sell
51
-2
-4% -$4 ﹤0.01% 7041
2024
Q3
$101 Buy
53
+11
+26% +$16 ﹤0.01% 7001
2024
Q2
$59 Buy
42
+1
+2% +$2 ﹤0.01% 6997
2024
Q1
$68 Buy
41
+11
+37% +$19 ﹤0.01% 6971
2023
Q4
$55 Buy
30
+13
+76% +$23 ﹤0.01% 7196
2023
Q3
$32 Buy
17
+11
+183% +$23 ﹤0.01% 7080
2023
Q2
$13 Hold
6
﹤0.01% 6808
2023
Q1
$0 Hold
6
﹤0.01% 7142
2022
Q4
$0 Hold
6
﹤0.01% 6918
2022
Q3
$0 Hold
6
﹤0.01% 6793
2022
Q2
$0 Sell
6
-47,957
-100% -$95.5K ﹤0.01% 6810
2022
Q1
$119K Sell
47,963
-29,669
-38% -$102K ﹤0.01% 5422
2021
Q4
$390K Buy
77,632
+57,049
+277% +$767K ﹤0.01% 4991
2021
Q3
$624K Buy
20,583
+1,085
+6% +$49.8K ﹤0.01% 4601
2021
Q2
$981K Sell
19,498
-11,908
-38% -$519K ﹤0.01% 4312
2021
Q1
$1.24M Buy
31,406
+7,596
+32% +$246K ﹤0.01% 4076
2020
Q4
$548K Buy
23,810
+15,507
+187% +$305K ﹤0.01% 4315
2020
Q3
$134K Buy
8,303
+735
+10% +$11.5K ﹤0.01% 4572
2020
Q2
$106K Sell
7,568
-657
-8% -$9.05K ﹤0.01% 4545
2020
Q1
$103K Sell
8,225
-592
-7% -$10.3K ﹤0.01% 4504
2019
Q4
$155K Buy
8,817
+1,280
+17% +$23.3K ﹤0.01% 4764
2019
Q3
$155K Sell
7,537
-486
-6% -$9.91K ﹤0.01% 4736
2019
Q2
$218K Sell
8,023
-7,998
-50% -$138K ﹤0.01% 4632
2019
Q1
$199K Buy
16,021
+11,632
+265% +$167K ﹤0.01% 4629
2018
Q4
$34K Buy
4,389
+204
+5% +$1.69K ﹤0.01% 5196
2018
Q3
$35K Buy
4,185
+793
+23% +$7.23K ﹤0.01% 5306
2018
Q2
$31K Sell
3,392
-102,084
-97% -$805K ﹤0.01% 5226
2018
Q1
$505K Buy
+105,476
New +$499K ﹤0.01% 4004

Other funds holding RFL

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

JP Morgan Chase held its Rafael Holdings (RFL) position steady in Q1 2026 at 62 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #7330.

JP Morgan Chase first reported a position in RFL in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.24M in Q1 2021. 43 funds tracked by Wall St. Rank hold RFL as of Q1 2026.

  • JP Morgan Chase held 62 shares of Rafael Holdings worth $76 as of Q1 2026.
  • JP Morgan Chase left its Rafael Holdings share count unchanged in Q1 2026.
  • Rafael Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7330 holding.
  • JP Morgan Chase first reported a position in Rafael Holdings in Q1 2018 and has held it in 33 quarters since.
  • JP Morgan Chase's Rafael Holdings position peaked at $1.24M in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Rafael Holdings as of Q1 2026.

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