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Ranch Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Ranch Capital Advisors’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 		$6.17M Buy
18,859
+1,447
+8% +$449K 1.96% 10
2026
Q1 		$5.12M Buy
17,412
+496
+3% +$151K 1.85% 10
2025
Q4 		$5.45M Buy
16,916
+643
+4% +$199K 2.01% 9
2025
Q3 		$5.13M Buy
16,273
+614
+4% +$183K 1.99% 9
2025
Q2 		$4.54M Buy
15,659
+624
+4% +$159K 1.97% 10
2025
Q1 		$3.69M Buy
15,035
+779
+5% +$199K 1.75% 14
2024
Q4 		$3.42M Buy
14,256
+90
+0.6% +$21K 1.61% 17
2024
Q3 		$2.99M Buy
14,166
+122
+0.9% +$25.7K 1.41% 16
2024
Q2 		$2.84M Buy
14,044
+704
+5% +$138K 1.49% 15
2024
Q1 		$2.67M Buy
13,340
+265
+2% +$47.8K 1.44% 16
2023
Q4 		$2.22M Buy
13,075
+266
+2% +$40.3K 1.39% 17
2023
Q3 		$1.86M Sell
12,809
-97
-0.8% -$14.5K 1.3% 22
2023
Q2 		$1.88M Buy
12,906
+33
+0.3% +$4.54K 1.32% 19
2023
Q1 		$1.68M Buy
12,873
+446
+4% +$61.1K 1.23% 23
2022
Q4 		$1.67M Sell
12,427
-44
-0.4% -$5.58K 1.3% 19
2022
Q3 		$1.3M Buy
12,471
+82
+0.7% +$9.41K 1.07% 24
2022
Q2 		$1.4M Sell
12,389
-365
-3% -$45.2K 1.07% 24
2022
Q1 		$1.74M Buy
12,754
+48
+0.4% +$7.08K 1.15% 21
2021
Q4 		$2.01M Sell
12,706
-34
-0.3% -$5.58K 1.31% 18
2021
Q3 		$2.08M Buy
12,740
+78
+0.6% +$12.2K 1.3% 9
2021
Q2 		$1.97M Buy
12,662
+265
+2% +$41.6K 1.18% 10
2021
Q1 		$1.89M Buy
12,397
+125
+1% +$18K 1.25% 11
2020
Q4 		$1.56M Buy
12,272
+1,079
+10% +$121K 1.12% 12
2020
Q3 		$1.08M Sell
11,193
-54
-0.5% -$5.3K 0.87% 20
2020
Q2 		$1.13M Sell
11,247
-1,489
-12% -$141K 0.89% 18
2020
Q1 		$1.15M Sell
12,736
-151
-1% -$18.3K 1.13% 11
2019
Q4 		$1.8M Buy
12,887
+752
+6% +$96.4K 1.46% 6
2019
Q3 		$1.43M Buy
+12,135
New +$1.37M 1.53% 9

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ranch Capital Advisors's JPM Position: Q2 2026 in Review

Ranch Capital Advisors increased its JPMorgan Chase (JPM) stake by 8.3% in Q2 2026, buying an estimated $449K and bringing the position to 18,859 shares worth $6.17M. The position accounts for 1.96% of the portfolio, ranked #10.

Ranch Capital Advisors first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ranch Capital Advisors held 18,859 shares of JPMorgan Chase worth $6.17M as of Q2 2026.
  • Ranch Capital Advisors bought 1,447 JPMorgan Chase shares in Q2 2026, an estimated $449K.
  • JPMorgan Chase made up 1.96% of Ranch Capital Advisors's portfolio in Q2 2026, its #10 holding.
  • Ranch Capital Advisors first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.