Ruggaard & Associates’s JPMorgan Chase JPM Stock Holding History

Ruggaard & Associates’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	$952K	Hold	2,908	–	–	0.34%	43
2026 Q1	$855K	Hold	2,908	–	–	0.34%	47
2025 Q4	$937K	Sell	2,908 -10	-0.3%	-$3.1K	0.37%	39
2025 Q3	$920K	Sell	2,918 -205	-7%	-$61K	0.34%	41
2025 Q2	$905K	Sell	3,123 -95	-3%	-$24.2K	0.36%	36
2025 Q1	$789K	Sell	3,218 -581	-15%	-$148K	0.35%	38
2024 Q4	$911K	Sell	3,799 -20	-0.5%	-$4.66K	0.4%	31
2024 Q3	$805K	Hold	3,819	–	–	0.35%	38
2024 Q2	$772K	Hold	3,819	–	–	0.36%	35
2024 Q1	$765K	Buy	3,819 +90	+2%	+$16.2K	0.36%	32
2023 Q4	$634K	Hold	3,729	–	–	0.34%	41
2023 Q3	$541K	Buy	3,729 +39	+1%	+$5.85K	0.32%	46
2023 Q2	$537K	Buy	3,690 +55	+2%	+$7.57K	0.31%	50
2023 Q1	$474K	Buy	+3,635	New	+$498K	0.29%	58

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 $3.38T AUM 44.17% 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

Ruggaard & Associates's JPM Position: Q2 2026 in Review

Ruggaard & Associates held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,908 shares worth $952K. The position accounts for 0.34% of the portfolio, ranked #43.

Ruggaard & Associates first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ruggaard & Associates held 2,908 shares of JPMorgan Chase worth $952K as of Q2 2026.
Ruggaard & Associates left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.34% of Ruggaard & Associates's portfolio in Q2 2026, its #43 holding.
Ruggaard & Associates first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.