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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ramirez Asset Management's JPM Position: Q1 2026 in Review

Ramirez Asset Management reduced its JPMorgan Chase (JPM) stake by 4.5% in Q1 2026, selling an estimated $325K and leaving 22,693 shares worth $6.68M. The position accounts for 0.8% of the portfolio, ranked #43.

Ramirez Asset Management first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.66M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ramirez Asset Management held 22,693 shares of JPMorgan Chase worth $6.68M as of Q1 2026.
  • Ramirez Asset Management sold 1,072 JPMorgan Chase shares in Q1 2026, an estimated $325K.
  • JPMorgan Chase made up 0.8% of Ramirez Asset Management's portfolio in Q1 2026, its #43 holding.
  • Ramirez Asset Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
  • Ramirez Asset Management's JPMorgan Chase position peaked at $7.66M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ramirez Asset Management's 13F filing for Q1 2026, filed 12 May 2026.