Raymond James Financial
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Raymond James Financial’s JPMorgan Chase JPM Stock Holding History

Raymond James Financial’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 		$278K Buy
1,100
+400
+57% +$124K ﹤0.01% 4862
2026
Q1 		$182K Sell
700
-200
-22% -$60.7K ﹤0.01% 4911
2025
Q4 		$231K Hold
900
– – ﹤0.01% 4720
2025
Q3 		$231K Buy
900
+400
+80% +$119K ﹤0.01% 4548
2025
Q2 		$122K Buy
500
+100
+25% +$25.5K ﹤0.01% 4769
2025
Q1 		$96K Sell
400
-600
-60% -$153K ﹤0.01% 4552
2024
Q4 		$175K Buy
+1,000
New +$233K ﹤0.01% 4429

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 $3.38T AUM 44.17% 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

Raymond James Financial's JPM Position: Q2 2026 in Review

Raymond James Financial increased its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, buying an estimated $93.4M and bringing the position to 14,783,980 shares worth $4.84B. The position accounts for 1.31% of the portfolio, ranked #8.

Raymond James Financial first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,153 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Raymond James Financial held 14,783,980 shares of JPMorgan Chase worth $4.84B as of Q2 2026.
  • Raymond James Financial bought 300,643 JPMorgan Chase shares in Q2 2026, an estimated $93.4M.
  • JPMorgan Chase made up 1.31% of Raymond James Financial's portfolio in Q2 2026, its #8 holding.
  • Raymond James Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,153 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.