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JPM
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Position history for Rafferty Asset Management, LLC's holdings in JPMORGAN CHASE & CO

Rafferty Asset Management, LLC holds 655,498 shares of JPM (JPMORGAN CHASE & CO), worth $192.8M as of 2026-Q1. The position was decreased (-21.1% shares). JPM represents 0.8% of Rafferty Asset Management, LLC's portfolio.

Current Value

$192.8M

Current Shares

655,498

Total Value Change

-$11.5M

Total Shares Change

-354,533

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
655,498
-21.1%
$192.8M0.8%$300.26
0
2025-Q4
Decreased
830,426
-9.3%
$267.6M0.9%$321.97
0
2025-Q3
Decreased
915,114
-1.0%
$288.7M0.9%$312.75
0
2025-Q2
Increased
924,047
+0.8%
$267.9M0.9%$283.07
44
2025-Q1
Decreased
916,669
-7.7%
$224.9M1.0%$237.97
0
2024-Q4
Increased
993,280
+3.0%
$238.1M0.8%$233.31
45
2024-Q3
Decreased
964,586
-4.5%
$203.4M0.7%$203.96
0
2024-Q2
Decreased
1M
-0.7%
$204.3M0.8%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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