Ramsay Stattman Vela & Price’s JPMorgan Chase JPM Stock Holding History

Ramsay Stattman Vela & Price’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	$3.21M	Hold	9,795	–	–	0.57%	42
2026 Q1	$2.88M	Sell	9,795 -80	-0.8%	-$24.3K	0.57%	43
2025 Q4	$3.18M	Hold	9,875	–	–	0.57%	43
2025 Q3	$3.11M	Hold	9,875	–	–	0.56%	44
2025 Q2	$2.86M	Hold	9,875	–	–	0.53%	45
2025 Q1	$2.42M	Buy	9,875 +70	+0.7%	+$17.8K	0.46%	46
2024 Q4	$2.35M	Buy	9,805 +64	+0.7%	+$14.9K	0.44%	47
2024 Q3	$2.05M	Hold	9,741	–	–	0.38%	48
2024 Q2	$1.97M	Hold	9,741	–	–	0.37%	48
2024 Q1	$1.95M	Hold	9,741	–	–	0.37%	49
2023 Q4	$1.66M	Hold	9,741	–	–	0.34%	50
2023 Q3	$1.41M	Hold	9,741	–	–	0.31%	54
2023 Q2	$1.42M	Hold	9,741	–	–	0.29%	57
2023 Q1	$1.27M	Hold	9,741	–	–	0.27%	62
2022 Q4	$1.31M	Sell	9,741 -475	-5%	-$60.2K	0.29%	59
2022 Q3	$1.07M	Hold	10,216	–	–	0.27%	63
2022 Q2	$1.15M	Buy	10,216 +830	+9%	+$103K	0.26%	65
2022 Q1	$1.28M	Buy	9,386 +7,825	+501%	+$1.16M	0.25%	68
2021 Q4	$247K	Hold	1,561	–	–	0.06%	66
2021 Q3	$256K	Hold	1,561	–	–	0.06%	64
2021 Q2	$243K	Sell	1,561 -10	-0.6%	-$1.57K	0.06%	66
2021 Q1	$239K	Sell	1,571 -50	-3%	-$7.19K	0.06%	67
2020 Q4	$206K	Sell	1,621 -2,775	-63%	-$310K	0.06%	65
2020 Q3	$423K	Hold	4,396	–	–	0.13%	57
2020 Q2	$413K	Sell	4,396 -15	-0.3%	-$1.42K	0.14%	54
2020 Q1	$397K	Sell	4,411 -5	-0.1%	-$607	0.16%	50
2019 Q4	$616K	Sell	4,416 -16	-0.4%	-$2.05K	0.2%	50
2019 Q3	$522K	Buy	4,432 +150	+4%	+$17K	0.18%	49
2019 Q2	$479K	Sell	4,282 -4	-0.1%	-$441	0.17%	51
2019 Q1	$434K	Hold	4,286	–	–	0.16%	52
2018 Q4	$418K	Hold	4,286	–	–	0.17%	49
2018 Q3	$484K	Hold	4,286	–	–	0.18%	50
2018 Q2	$447K	Sell	4,286 -25	-0.6%	-$2.74K	0.18%	49
2018 Q1	$474K	Hold	4,311	–	–	0.19%	49
2017 Q4	$461K	Buy	4,311 +115	+3%	+$11.6K	0.18%	50
2017 Q3	$401K	Buy	4,196 +126	+3%	+$11.6K	0.17%	51
2017 Q2	$372K	Hold	4,070	–	–	0.16%	52
2017 Q1	$358K	Hold	4,070	–	–	0.16%	53
2016 Q4	$351K	Sell	4,070 -395	-9%	-$30.1K	0.17%	55
2016 Q3	$297K	Hold	4,465	–	–	0.14%	55
2016 Q2	$277K	Hold	4,465	–	–	0.14%	54
2016 Q1	$264K	Hold	4,465	–	–	0.14%	55
2015 Q4	$295K	Hold	4,465	–	–	0.15%	56
2015 Q3	$272K	Buy	4,465 +395	+10%	+$25.9K	0.14%	57
2015 Q2	$276K	Hold	4,070	–	–	0.14%	57
2015 Q1	$247K	Hold	4,070	–	–	0.12%	60
2014 Q4	$255K	Sell	4,070 -250	-6%	-$15K	0.12%	61
2014 Q3	$260K	Buy	4,320 +50	+1%	+$2.92K	0.14%	48
2014 Q2	$246K	Hold	4,270	–	–	0.12%	49
2014 Q1	$259K	Buy	4,270 +100	+2%	+$5.78K	0.14%	47
2013 Q4	$244K	Hold	4,170	–	–	0.13%	47
2013 Q3	$216K	Hold	4,170	–	–	0.12%	48
2013 Q2	$220K	Buy	+4,170	New	+$212K	0.14%	49

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 $3.37T AUM 44.26% 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

Ramsay Stattman Vela & Price's JPM Position: Q2 2026 in Review

Ramsay Stattman Vela & Price held its JPMorgan Chase (JPM) position steady in Q2 2026 at 9,795 shares worth $3.21M. The position accounts for 0.57% of the portfolio, ranked #42.

Ramsay Stattman Vela & Price first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ramsay Stattman Vela & Price held 9,795 shares of JPMorgan Chase worth $3.21M as of Q2 2026.
Ramsay Stattman Vela & Price left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.57% of Ramsay Stattman Vela & Price's portfolio in Q2 2026, its #42 holding.
Ramsay Stattman Vela & Price first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q2 2026, filed 4 Aug 2026.