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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ruggaard & Associates's JPM Position: Q1 2026 in Review

Ruggaard & Associates held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,908 shares worth $855K. The position accounts for 0.34% of the portfolio, ranked #47.

Ruggaard & Associates first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $937K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Ruggaard & Associates held 2,908 shares of JPMorgan Chase worth $855K as of Q1 2026.
Ruggaard & Associates left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.34% of Ruggaard & Associates's portfolio in Q1 2026, its #47 holding.
Ruggaard & Associates first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's JPMorgan Chase position peaked at $937K in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.