JP Morgan Chase
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JP Morgan Chase’s Raymond James Financial RJF Stock Holding History

JP Morgan Chase’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-139,500
Closed -$8.9M – 6304
2020
Q4 		$8.9M Hold
139,500
– – ﹤0.01% 2302
2020
Q3 		$6.72M Buy
139,500
+48,450
+53% +$2.35M ﹤0.01% 2333
2020
Q2 		$4.18M Buy
+91,050
New +$4.1M ﹤0.01% 2592

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

JP Morgan Chase reduced its Raymond James Financial (RJF) stake by 16% in Q1 2026, selling an estimated $134M and leaving 4,468,661 shares worth $630M. The position accounts for 0.04% of the portfolio, ranked #369.

JP Morgan Chase first reported a position in RJF in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.01B in Q3 2025. 918 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • JP Morgan Chase held 4,468,661 shares of Raymond James Financial worth $630M as of Q1 2026.
  • JP Morgan Chase sold 845,980 Raymond James Financial shares in Q1 2026, an estimated $134M.
  • Raymond James Financial made up 0.04% of JP Morgan Chase's portfolio in Q1 2026, its #369 holding.
  • JP Morgan Chase first reported a position in Raymond James Financial in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Raymond James Financial position peaked at $1.01B in Q3 2025.
  • 918 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

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