Ramirez Asset Management’s JPMorgan Chase JPM Stock Holding History

Ramirez Asset 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	$7.43M	Sell	22,689 -4	-0%	-$1.24K	0.77%	45
2026 Q1	$6.68M	Sell	22,693 -1,072	-5%	-$325K	0.8%	43
2025 Q4	$7.66M	Hold	23,765	–	–	1.01%	25
2025 Q3	$7.5M	Buy	23,765 +1,350	+6%	+$402K	1.04%	24
2025 Q2	$6.5M	Buy	22,415 +7,071	+46%	+$1.8M	0.98%	30
2025 Q1	$3.76M	Sell	15,344 -183	-1%	-$46.7K	0.78%	35
2024 Q4	$3.72M	Hold	15,527	–	–	0.75%	43
2024 Q3	$3.27M	Buy	15,527 +400	+3%	+$84.3K	0.63%	52
2024 Q2	$3.06M	Hold	15,127	–	–	0.62%	59
2024 Q1	$3.03M	Buy	15,127 +869	+6%	+$157K	0.61%	62
2023 Q4	$2.43M	Hold	14,258	–	–	0.49%	73
2023 Q3	$2.07M	Buy	+14,258	New	+$2.14M	0.44%	76

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ramirez Asset Management's JPM Position: Q2 2026 in Review

Ramirez Asset Management reduced its JPMorgan Chase (JPM) stake by 0.02% in Q2 2026, selling an estimated $1.24K and leaving 22,689 shares worth $7.43M. The position accounts for 0.77% of the portfolio, ranked #45.

Ramirez Asset Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.66M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ramirez Asset Management held 22,689 shares of JPMorgan Chase worth $7.43M as of Q2 2026.
Ramirez Asset Management sold 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
JPMorgan Chase made up 0.77% of Ramirez Asset Management's portfolio in Q2 2026, its #45 holding.
Ramirez Asset Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
Ramirez Asset Management's JPMorgan Chase position peaked at $7.66M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.