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Rachor Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

Rachor Investment Advisory Services’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 		$313K Sell
958
-1
-0.1% -$311 0.15% 20
2026
Q1 		$282K Buy
959
+1
+0.1% +$303 0.15% 17
2025
Q4 		$309K Buy
+958
New +$297K 0.16% 18

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Rachor Investment Advisory Services's JPM Position: Q2 2026 in Review

Rachor Investment Advisory Services reduced its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, selling an estimated $311 and leaving 958 shares worth $313K. The position accounts for 0.15% of the portfolio, ranked #20.

Rachor Investment Advisory Services first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,211 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rachor Investment Advisory Services held 958 shares of JPMorgan Chase worth $313K as of Q2 2026.
  • Rachor Investment Advisory Services sold 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.15% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #20 holding.
  • Rachor Investment Advisory Services first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 3,211 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.