MCM
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McRae Capital Management’s JPMorgan Chase JPM Stock Holding History

McRae Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.95M Sell
21,227
-700
-3% -$217K 1.37% 26
2026
Q1 		$6.45M Sell
21,927
-2,612
-11% -$793K 1.34% 30
2025
Q4 		$7.91M Sell
24,539
-1,608
-6% -$498K 1.61% 25
2025
Q3 		$8.25M Sell
26,147
-305
-1% -$90.7K 1.64% 25
2025
Q2 		$7.67M Sell
26,452
-223
-0.8% -$56.9K 1.57% 25
2025
Q1 		$6.54M Sell
26,675
-17,241
-39% -$4.4M 1.38% 26
2024
Q4 		$10.5M Sell
43,916
-556
-1% -$130K 2.06% 24
2024
Q3 		$9.38M Sell
44,472
-94
-0.2% -$19.8K 1.83% 25
2024
Q2 		$9.01M Sell
44,566
-201
-0.4% -$39.3K 2.06% 22
2024
Q1 		$8.97M Sell
44,767
-635
-1% -$115K 1.96% 22
2023
Q4 		$7.72M Buy
45,402
+320
+0.7% +$48.5K 1.93% 22
2023
Q3 		$6.54M Sell
45,082
-128
-0.3% -$19.2K 1.94% 20
2023
Q2 		$6.58M Sell
45,210
-227
-0.5% -$31.2K 1.87% 20
2023
Q1 		$5.92M Sell
45,437
-4,704
-9% -$645K 1.7% 23
2022
Q4 		$6.72M Sell
50,141
-375
-0.7% -$47.5K 1.97% 22
2022
Q3 		$5.28M Buy
50,516
+750
+2% +$86.1K 1.61% 24
2022
Q2 		$5.6M Buy
49,766
+2,264
+5% +$281K 1.52% 27
2022
Q1 		$6.47M Buy
47,502
+2,105
+5% +$311K 1.46% 29
2021
Q4 		$7.19M Buy
45,397
+805
+2% +$132K 1.5% 28
2021
Q3 		$7.3M Buy
44,592
+715
+2% +$112K 1.61% 24
2021
Q2 		$6.83M Buy
43,877
+200
+0.5% +$31.4K 1.56% 23
2021
Q1 		$6.65M Buy
43,677
+2,515
+6% +$362K 1.65% 23
2020
Q4 		$5.23M Buy
41,162
+18,966
+85% +$2.12M 1.5% 26
2020
Q3 		$2.14M Buy
22,196
+16,471
+288% +$1.62M 0.72% 32
2020
Q2 		$538K Buy
5,725
+775
+16% +$73.5K 0.2% 53
2020
Q1 		$446K Buy
4,950
+2,850
+136% +$346K 0.22% 49
2019
Q4 		$293K Hold
2,100
– – 0.11% 76
2019
Q3 		$247K Hold
2,100
– – 0.1% 83
2019
Q2 		$235K Buy
2,100
+100
+5% +$11K 0.09% 86
2019
Q1 		$202K Sell
2,000
-300
-13% -$30.9K 0.08% 90
2018
Q4 		$225K Sell
2,300
-345
-13% -$36.8K 0.12% 81
2018
Q3 		$298K Hold
2,645
– – 0.13% 73
2018
Q2 		$276K Hold
2,645
– – 0.12% 83
2018
Q1 		$291K Buy
2,645
+400
+18% +$45.3K 0.13% 78
2017
Q4 		$240K Buy
+2,245
New +$227K 0.1% 80

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

McRae Capital Management's JPM Position: Q2 2026 in Review

McRae Capital Management reduced its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, selling an estimated $217K and leaving 21,227 shares worth $6.95M. The position accounts for 1.37% of the portfolio, ranked #26.

McRae Capital Management first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.5M in Q4 2024. 1,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McRae Capital Management held 21,227 shares of JPMorgan Chase worth $6.95M as of Q2 2026.
  • McRae Capital Management sold 700 JPMorgan Chase shares in Q2 2026, an estimated $217K.
  • JPMorgan Chase made up 1.37% of McRae Capital Management's portfolio in Q2 2026, its #26 holding.
  • McRae Capital Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
  • McRae Capital Management's JPMorgan Chase position peaked at $10.5M in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McRae Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.