Ramiah Investment Group’s JPMorgan Chase JPM Stock Holding History

Ramiah Investment Group’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	$462K	Buy	+1,411	New	+$438K	0.35%	42
2024 Q2	–	Sell	-4,701	Closed	-$942K	–	72
2024 Q1	$942K	Sell	4,701 -297	-6%	-$53.6K	0.89%	21
2023 Q4	$850K	Sell	4,998 -558	-10%	-$84.6K	0.8%	24
2023 Q3	$806K	Sell	5,556 -1,515	-21%	-$227K	0.84%	21
2023 Q2	$1.03M	Buy	+7,071	New	+$973K	1%	22
2022 Q4	–	Sell	-7,184	Closed	-$751K	–	44
2022 Q3	$751K	Buy	7,184 +651	+10%	+$74.7K	4.54%	10
2022 Q2	$736K	Sell	6,533 -54	-0.8%	-$6.69K	0.6%	33
2022 Q1	$898K	Buy	6,587 +1,043	+19%	+$154K	0.62%	30
2021 Q4	$878K	Buy	+5,544	New	+$910K	0.59%	29
2020 Q1	–	Sell	-3,549	Closed	-$495K	–	81
2019 Q4	$495K	Buy	+3,549	New	+$455K	0.49%	34

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Ramiah Investment Group's JPM Position: Q2 2026 in Review

Ramiah Investment Group opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,411 shares worth $462K. The stake represents 0.35% of the portfolio and ranks #42 among its holdings. This is a return to the name: Ramiah Investment Group previously reported a position in JPM as recently as Q1 2024.

Ramiah Investment Group first reported a position in JPM in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2023. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ramiah Investment Group held 1,411 shares of JPMorgan Chase worth $462K as of Q2 2026.
JPMorgan Chase was a new Ramiah Investment Group position in Q2 2026.
JPMorgan Chase made up 0.35% of Ramiah Investment Group's portfolio in Q2 2026, its #42 holding.
Ramiah Investment Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 10 quarters since.
Ramiah Investment Group's JPMorgan Chase position peaked at $1.03M in Q2 2023.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.