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Rainey & Randall Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Rainey & Randall Wealth Advisors’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 		$392K Buy
1,198
+2
+0.2% +$621 0.06% 52
2026
Q1 		$352K Buy
1,196
+1
+0.1% +$303 0.06% 52
2025
Q4 		$385K Buy
1,195
+2
+0.2% +$619 0.06% 47
2025
Q3 		$376K Buy
1,193
+1
+0.1% +$297 0.06% 48
2025
Q2 		$346K Buy
1,192
+2
+0.2% +$510 0.06% 48
2025
Q1 		$292K Buy
+1,190
New +$303K 0.06% 56

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Rainey & Randall Wealth Advisors's JPM Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.17% in Q2 2026, buying an estimated $621 and bringing the position to 1,198 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #52.

Rainey & Randall Wealth Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rainey & Randall Wealth Advisors held 1,198 shares of JPMorgan Chase worth $392K as of Q2 2026.
  • Rainey & Randall Wealth Advisors bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.06% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Rainey & Randall Wealth Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.