RAM Investment Partners’s JPMorgan Chase JPM Stock Holding History

RAM Investment Partners’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	$570K	Buy	1,743 +164	+10%	+$50.9K	0.09%	64
2026 Q1	$464K	Buy	1,579 +55	+4%	+$16.7K	0.08%	69
2025 Q4	$491K	Sell	1,524 -1,151	-43%	-$356K	0.09%	62
2025 Q3	$844K	Buy	2,675 +120	+5%	+$35.7K	0.16%	43
2025 Q2	$741K	Buy	2,555 +994	+64%	+$254K	0.16%	45
2025 Q1	$383K	Buy	1,561 +94	+6%	+$24K	0.09%	61
2024 Q4	$352K	Sell	1,467 -310	-17%	-$72.2K	0.09%	65
2024 Q3	$375K	Buy	1,777 +90	+5%	+$19K	0.1%	57
2024 Q2	$341K	Buy	1,687 +166	+11%	+$32.5K	0.1%	59
2024 Q1	$305K	Buy	1,521 +175	+13%	+$31.6K	0.1%	60
2023 Q4	$229K	Buy	+1,346	New	+$204K	0.08%	57

Other funds holding JPM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RAM Investment Partners's JPM Position: Q2 2026 in Review

RAM Investment Partners increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $50.9K and bringing the position to 1,743 shares worth $570K. The position accounts for 0.09% of the portfolio, ranked #64.

RAM Investment Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $844K in Q3 2025. 2,589 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

RAM Investment Partners held 1,743 shares of JPMorgan Chase worth $570K as of Q2 2026.
RAM Investment Partners bought 164 JPMorgan Chase shares in Q2 2026, an estimated $50.9K.
JPMorgan Chase made up 0.09% of RAM Investment Partners's portfolio in Q2 2026, its #64 holding.
RAM Investment Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
RAM Investment Partners's JPMorgan Chase position peaked at $844K in Q3 2025.
2,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.