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Raleigh Capital Management’s JPMorgan Chase JPM Stock Holding History

Raleigh 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 		$1.67M Sell
5,108
-375
-7% -$116K 0.53% 56
2026
Q1 		$1.61M Sell
5,483
-872
-14% -$265K 0.56% 55
2025
Q4 		$2.05M Sell
6,355
-583
-8% -$181K 0.74% 42
2025
Q3 		$2.19M Sell
6,938
-574
-8% -$171K 0.83% 32
2025
Q2 		$2.18M Sell
7,512
-219
-3% -$55.9K 0.91% 22
2025
Q1 		$1.9M Sell
7,731
-1,683
-18% -$429K 0.86% 30
2024
Q4 		$2.26M Sell
9,414
-344
-4% -$80.1K 0.87% 22
2024
Q3 		$2.06M Sell
9,758
-246
-2% -$51.8K 0.79% 27
2024
Q2 		$2.02M Sell
10,004
-506
-5% -$98.9K 0.86% 23
2024
Q1 		$2.11M Buy
10,510
+767
+8% +$138K 0.91% 24
2023
Q4 		$1.66M Buy
9,743
+1,317
+16% +$200K 0.77% 35
2023
Q3 		$1.22M Buy
8,426
+339
+4% +$50.8K 0.62% 57
2023
Q2 		$1.18M Sell
8,087
-388
-5% -$53.4K 0.59% 59
2023
Q1 		$1.1M Sell
8,475
-10,781
-56% -$1.48M 0.55% 60
2022
Q4 		$2.58M Buy
19,256
+4,074
+27% +$516K 1.34% 18
2022
Q3 		$1.59M Buy
15,182
+6,687
+79% +$767K 0.93% 34
2022
Q2 		$957K Buy
8,495
+682
+9% +$84.5K 0.54% 54
2022
Q1 		$1.06M Buy
7,813
+1,814
+30% +$268K 0.58% 50
2021
Q4 		$950K Buy
+5,999
New +$985K 0.97% 31

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

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

Raleigh Capital Management reduced its JPMorgan Chase (JPM) stake by 6.8% in Q2 2026, selling an estimated $116K and leaving 5,108 shares worth $1.67M. The position accounts for 0.53% of the portfolio, ranked #56.

Raleigh Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.58M in Q4 2022. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Raleigh Capital Management held 5,108 shares of JPMorgan Chase worth $1.67M as of Q2 2026.
  • Raleigh Capital Management sold 375 JPMorgan Chase shares in Q2 2026, an estimated $116K.
  • JPMorgan Chase made up 0.53% of Raleigh Capital Management's portfolio in Q2 2026, its #56 holding.
  • Raleigh Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's JPMorgan Chase position peaked at $2.58M in Q4 2022.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.