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Rational Advisors’s JPMorgan Chase JPM Stock Holding History

Rational 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 		$1.69M Sell
5,172
-2,652
-34% -$824K 0.16% 72
2026
Q1 		$2.3M Buy
7,824
+2,360
+43% +$716K 0.23% 63
2025
Q4 		$1.76M Buy
5,464
+1,695
+45% +$525K 0.18% 82
2025
Q3 		$1.19M Buy
3,769
+111
+3% +$33K 0.12% 76
2025
Q2 		$1.06M Buy
3,658
+883
+32% +$225K 0.11% 79
2025
Q1 		$681K Buy
2,775
+820
+42% +$209K 0.07% 94
2024
Q4 		$469K Sell
1,955
-5,897
-75% -$1.37M 0.05% 95
2024
Q3 		$1.66M Buy
7,852
+3,545
+82% +$747K 0.16% 69
2024
Q2 		$871K Buy
4,307
+2,805
+187% +$548K 0.09% 75
2024
Q1 		$301K Sell
1,502
-782
-34% -$141K 0.03% 105
2023
Q4 		$389K Sell
2,284
-3,598
-61% -$545K 0.04% 92
2023
Q3 		$853K Sell
5,882
-1,636
-22% -$245K 0.08% 78
2023
Q2 		$1.09M Buy
7,518
+2,312
+44% +$318K 0.09% 80
2023
Q1 		$678K Buy
5,206
+692
+15% +$94.8K 0.06% 109
2022
Q4 		$605K Sell
4,514
-1,858
-29% -$235K 0.05% 94
2022
Q3 		$666K Buy
6,372
+610
+11% +$70K 0.05% 91
2022
Q2 		$649K Buy
5,762
+552
+11% +$68.4K 0.05% 94
2022
Q1 		$710K Sell
5,210
-11,337
-69% -$1.67M 0.04% 97
2021
Q4 		$2.62M Buy
16,547
+3,769
+29% +$619K 0.16% 49
2021
Q3 		$2.09M Sell
12,778
-4,573
-26% -$717K 0.16% 50
2021
Q2 		$2.7M Buy
17,351
+447
+3% +$70.2K 0.32% 38
2021
Q1 		$2.57M Buy
16,904
+457
+3% +$65.7K 0.48% 41
2020
Q4 		$2.09M Sell
16,447
-1,616
-9% -$181K 0.56% 39
2020
Q3 		$1.74M Sell
18,063
-1,464
-7% -$144K 0.75% 39
2020
Q2 		$1.84M Buy
19,527
+18,927
+3,155% +$1.8M 0.95% 27
2020
Q1 		$54K Sell
600
-1,382
-70% -$168K 0.04% 145
2019
Q4 		$276K Sell
1,982
-9,343
-82% -$1.2M 0.13% 165
2019
Q3 		$1.33M Buy
11,325
+825
+8% +$93.3K 0.52% 58
2019
Q2 		$1.17M Sell
10,500
-24,697
-70% -$2.72M 0.42% 90
2019
Q1 		$3.56M Sell
35,197
-7,720
-18% -$795K 0.96% 21
2018
Q4 		$4.19M Buy
42,917
+34,025
+383% +$3.63M 1.31% 19
2018
Q3 		$1M Buy
8,892
+5,583
+169% +$634K 0.24% 99
2018
Q2 		$345K Sell
3,309
-11,721
-78% -$1.29M 0.16% 157
2018
Q1 		$1.65M Sell
15,030
-1,639
-10% -$186K 0.78% 36
2017
Q4 		$1.78M Sell
16,669
-10,041
-38% -$1.02M 0.92% 16
2017
Q3 		$2.55M Sell
26,710
-100
-0.4% -$9.22K 1.37% 7
2017
Q2 		$2.45M Buy
26,810
+6,010
+29% +$519K 1.53% 8
2017
Q1 		$1.83M Sell
20,800
-271
-1% -$23.9K 1.2% 23
2016
Q4 		$1.82M Sell
21,071
-12,529
-37% -$955K 1.73% 5
2016
Q3 		$2.24M Buy
+33,600
New +$2.19M 1.47% 7
2015
Q3 		$2.42M Hold
39,732
– – 0.98% 23
2015
Q2 		$2.69M Sell
39,732
-23,250
-37% -$1.52M 0.87% 34
2015
Q1 		$3.81M Sell
62,982
-7,688
-11% -$455K 0.92% 30
2014
Q4 		$4.42M Buy
+70,670
New +$4.25M 0.88% 30
2013
Q4 		$8.39M Sell
143,530
-43,122
-23% -$2.36M 0.72% 16
2013
Q3 		$9.65M Sell
186,652
-1,100
-0.6% -$59K 0.74% 10
2013
Q2 		$9.91M Buy
+187,752
New +$9.55M 0.83% 7

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rational Advisors's JPM Position: Q2 2026 in Review

Rational Advisors reduced its JPMorgan Chase (JPM) stake by 34% in Q2 2026, selling an estimated $824K and leaving 5,172 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #72.

Rational Advisors first reported a position in JPM in Q2 2013 and has held it in 47 quarters since. The position peaked at $9.91M in Q2 2013. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rational Advisors held 5,172 shares of JPMorgan Chase worth $1.69M as of Q2 2026.
  • Rational Advisors sold 2,652 JPMorgan Chase shares in Q2 2026, an estimated $824K.
  • JPMorgan Chase made up 0.16% of Rational Advisors's portfolio in Q2 2026, its #72 holding.
  • Rational Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 47 quarters since.
  • Rational Advisors's JPMorgan Chase position peaked at $9.91M in Q2 2013.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.