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RAFFA WEALTH MANAGEMENT, LLC’s JPMorgan Chase JPM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$405K Buy
1,236
+35
+3% +$10.9K 0.05% 66
2026
Q1 		$353K Buy
1,201
+8
+0.7% +$2.43K 0.06% 69
2025
Q4 		$385K Buy
1,193
+21
+2% +$6.5K 0.06% 69
2025
Q3 		$370K Sell
1,172
-156
-12% -$46.4K 0.07% 68
2025
Q2 		$385K Buy
1,328
+288
+28% +$73.5K 0.08% 64
2025
Q1 		$255K Sell
1,040
-69
-6% -$17.6K 0.06% 69
2024
Q4 		$266K Sell
1,109
-61
-5% -$14.2K 0.06% 67
2024
Q3 		$247K Sell
1,170
-105
-8% -$22.1K 0.06% 71
2024
Q2 		$258K Buy
1,275
+105
+9% +$20.5K 0.07% 73
2024
Q1 		$234K Sell
1,170
-6
-0.5% -$1.08K 0.07% 75
2023
Q4 		$200K Hold
1,176
– – 0.06% 74
2023
Q3 		$171K Buy
1,176
+4
+0.3% +$600 0.06% 71
2023
Q2 		$170K Sell
1,172
-995
-46% -$137K 0.06% 71
2023
Q1 		$282K Buy
2,167
+592
+38% +$81.1K 0.1% 54
2022
Q4 		$211K Sell
1,575
-629
-29% -$79.7K 0.09% 56
2022
Q3 		$230K Sell
2,204
-57
-3% -$6.54K 0.1% 53
2022
Q2 		$255K Sell
2,261
-288
-11% -$35.7K 0.12% 47
2022
Q1 		$347K Sell
2,549
-272
-10% -$40.1K 0.13% 42
2021
Q4 		$447K Sell
2,821
-164
-5% -$26.9K 0.15% 32
2021
Q3 		$489K Buy
2,985
+58
+2% +$9.09K 0.17% 30
2021
Q2 		$455K Sell
2,927
-2,238
-43% -$351K 0.16% 32
2021
Q1 		$786K Buy
5,165
+33
+0.6% +$4.75K 0.28% 23
2020
Q4 		$652K Buy
5,132
+6
+0.1% +$671 0.23% 24
2020
Q3 		$493K Buy
5,126
+555
+12% +$54.5K 0.19% 26
2020
Q2 		$430K Buy
4,571
+23
+0.5% +$2.18K 0.16% 29
2020
Q1 		$410K Sell
4,548
-1,612
-26% -$196K 0.15% 24
2019
Q4 		$859K Hold
6,160
– – 0.3% 21
2019
Q3 		$725K Buy
+6,160
New +$697K 0.26% 22
2019
Q2 		– Sell
-5,421
Closed -$549K – 1073
2019
Q1 		$549K Buy
5,421
+1,785
+49% +$184K 0.22% 28
2018
Q4 		$355K Sell
3,636
-2,322
-39% -$247K 0.14% 46
2018
Q3 		$672K Buy
5,958
+1,785
+43% +$203K 0.24% 35
2018
Q2 		$435K Sell
4,173
-2,678
-39% -$294K 0.16% 40
2018
Q1 		$753K Buy
6,851
+260
+4% +$29.4K 0.28% 28
2017
Q4 		$705K Hold
6,591
– – 0.27% 35
2017
Q3 		$630K Sell
6,591
-250
-4% -$23.1K 0.26% 34
2017
Q2 		$625K Buy
6,841
+250
+4% +$21.6K 0.27% 30
2017
Q1 		$579K Sell
6,591
-1,083
-14% -$95.5K 0.28% 20
2016
Q4 		$662K Hold
7,674
– – 0.35% 18
2016
Q3 		$511K Hold
7,674
– – 0.28% 22
2016
Q2 		$477K Sell
7,674
-1,993
-21% -$124K 0.26% 22
2016
Q1 		$572K Buy
9,667
+306
+3% +$17.9K 0.33% 19
2015
Q4 		$618K Buy
9,361
+250
+3% +$16.3K 0.37% 19
2015
Q3 		$555K Hold
9,111
– – 0.33% 19
2015
Q2 		$617K Buy
9,111
+2,250
+33% +$147K 0.37% 16
2015
Q1 		$416K Buy
6,861
+125
+2% +$7.4K 0.24% 24
2014
Q4 		$422K Buy
6,736
+105
+2% +$6.32K 0.25% 24
2014
Q3 		$399K Buy
6,631
+246
+4% +$14.4K 0.3% 25
2014
Q2 		$368K Sell
6,385
-1,072
-14% -$60.3K 0.28% 28
2014
Q1 		$453K Buy
7,457
+721
+11% +$41.7K 0.37% 20
2013
Q4 		$422K Buy
+6,736
New +$369K 0.25% 24

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's JPM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,236 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #66.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $859K in Q4 2019. 1,930 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,236 shares of JPMorgan Chase worth $405K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 35 JPMorgan Chase shares in Q2 2026, an estimated $10.9K.
  • JPMorgan Chase made up 0.05% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #66 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's JPMorgan Chase position peaked at $859K in Q4 2019.
  • 1,930 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.