Rainier Family Wealth’s JPMorgan Chase JPM Stock Holding History

Rainier Family Wealth’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	$2.14M	Sell	6,548 -150	-2%	-$46.6K	1.22%	29
2026 Q1	$1.97M	Sell	6,698 -210	-3%	-$63.7K	1.32%	26
2025 Q4	$2.23M	Buy	6,908 +1,666	+32%	+$516K	1.68%	17
2025 Q3	$1.65M	Sell	5,242 -520	-9%	-$155K	1.47%	20
2025 Q2	$1.67M	Sell	5,762 -193	-3%	-$49.3K	1.67%	17
2025 Q1	$1.46M	Sell	5,955 -77	-1%	-$19.6K	1.72%	18
2024 Q4	$1.45M	Buy	+6,032	New	+$1.4M	1.75%	15

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Rainier Family Wealth's JPM Position: Q2 2026 in Review

Rainier Family Wealth reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, selling an estimated $46.6K and leaving 6,548 shares worth $2.14M. The position accounts for 1.22% of the portfolio, ranked #29.

Rainier Family Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Rainier Family Wealth held 6,548 shares of JPMorgan Chase worth $2.14M as of Q2 2026.
Rainier Family Wealth sold 150 JPMorgan Chase shares in Q2 2026, an estimated $46.6K.
JPMorgan Chase made up 1.22% of Rainier Family Wealth's portfolio in Q2 2026, its #29 holding.
Rainier Family Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Rainier Family Wealth's JPMorgan Chase position peaked at $2.23M in Q4 2025.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.