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Rafferty Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 780,568 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 780,568 shares
    Change vs previous 13F +125,070 shares

    0.58% of the 13F portfolio, value $255,503,323.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 655,498 shares
    Change vs previous 13F -174,928 shares

    0.78% of the 13F portfolio, value $192,821,292.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 830,426 shares
    Change vs previous 13F -84,688 shares

    0.92% of the 13F portfolio, value $267,579,866.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 915,114 shares
    Change vs previous 13F -8,933 shares

    0.94% of the 13F portfolio, value $288,654,409.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 924,047 shares
    Change vs previous 13F +7,378 shares

    0.88% of the 13F portfolio, value $267,890,466.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 916,669 shares
    Change vs previous 13F -76,611 shares

    0.96% of the 13F portfolio, value $224,858,906.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 993,280 shares
    Change vs previous 13F +28,694 shares

    0.84% of the 13F portfolio, value $238,099,149.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 964,586 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $203,392,604.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).