Rayburn West Financial Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$388K Sell
1,185
-25
-2% -$7.76K 0.21% 62
2026
Q1
$356K Hold
1,210
0.21% 60
2025
Q4
$390K Buy
+1,210
New +$375K 0.24% 57

Other funds holding JPM

Rayburn West Financial Services's JPM Position: Q2 2026 in Review

Rayburn West Financial Services reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $7.76K and leaving 1,185 shares worth $388K. The position accounts for 0.21% of the portfolio, ranked #62.

Rayburn West Financial Services first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $390K in Q4 2025. 5,123 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rayburn West Financial Services held 1,185 shares of JPMorgan Chase worth $388K as of Q2 2026.
  • Rayburn West Financial Services sold 25 JPMorgan Chase shares in Q2 2026, an estimated $7.76K.
  • JPMorgan Chase made up 0.21% of Rayburn West Financial Services's portfolio in Q2 2026, its #62 holding.
  • Rayburn West Financial Services first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Rayburn West Financial Services's JPMorgan Chase position peaked at $390K in Q4 2025.
  • 5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rayburn West Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.