Rydar Equities’s JPMorgan Chase JPM Stock Holding History

Rydar Equities’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	$5.89M	Buy	17,188 +745	+5%	+$231K	3.32%	6
2026 Q1	$4.84M	Buy	16,443 +403	+3%	+$122K	3.74%	4
2025 Q4	$5.17M	Buy	16,040 +359	+2%	+$111K	4.03%	5
2025 Q3	$4.87M	Sell	15,681 -402	-2%	-$120K	3.9%	6
2025 Q2	$4.66M	Buy	+16,083	New	+$4.1M	3.69%	4

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 $3.37T AUM 44.26% 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

Rydar Equities's JPM Position: Q2 2026 in Review

Rydar Equities increased its JPMorgan Chase (JPM) stake by 4.5% in Q2 2026, buying an estimated $231K and bringing the position to 17,188 shares worth $5.89M. The position accounts for 3.32% of the portfolio, ranked #6.

Rydar Equities first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Rydar Equities held 17,188 shares of JPMorgan Chase worth $5.89M as of Q2 2026.
Rydar Equities bought 745 JPMorgan Chase shares in Q2 2026, an estimated $231K.
JPMorgan Chase made up 3.32% of Rydar Equities's portfolio in Q2 2026, its #6 holding.
Rydar Equities first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rydar Equities's 13F filing for Q2 2026, filed 21 Jul 2026.