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B. Riley Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

B. Riley Wealth Advisors’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 		$16.4M Buy
49,890
+1,585
+3% +$492K 0.88% 22
2026
Q1 		$13.7M Sell
48,305
-14,467
-23% -$4.39M 0.87% 17
2025
Q4 		$20.2M Sell
62,772
-2,665
-4% -$825K 0.93% 17
2025
Q3 		$20.6M Sell
65,437
-8,124
-11% -$2.42M 0.95% 16
2025
Q2 		$21.3M Buy
+73,561
New +$18.8M 1% 13
2024
Q4 		$25.7M Sell
107,394
-12,585
-10% -$2.93M 0.84% 15
2024
Q3 		$25.1M Sell
119,979
-21,425
-15% -$4.51M 0.7% 18
2024
Q2 		$28.6M Sell
141,404
-21,563
-13% -$4.22M 0.73% 19
2024
Q1 		$23.6M Buy
162,967
+14,523
+10% +$2.62M 0.64% 26
2023
Q4 		$25.3M Sell
148,444
-14,523
-9% -$2.2M 0.68% 21
2023
Q3 		$23.6M Buy
162,967
+3,837
+2% +$575K 0.64% 26
2023
Q2 		$23.1M Sell
159,130
-7,294
-4% -$1M 0.52% 36
2023
Q1 		$21.7M Buy
166,424
+8,616
+5% +$1.18M 0.58% 30
2022
Q4 		$21.2M Buy
157,808
+14,020
+10% +$1.78M 0.59% 29
2022
Q3 		$15M Buy
143,788
+36,218
+34% +$4.16M 0.45% 43
2022
Q2 		$12.1M Sell
107,570
-9,385
-8% -$1.16M 0.51% 35
2022
Q1 		$15.9M Buy
116,955
+10,090
+9% +$1.49M 0.52% 31
2021
Q4 		$16.9M Sell
106,865
-2,522
-2% -$414K 0.49% 30
2021
Q3 		$17.9M Buy
109,387
+10,725
+11% +$1.68M 0.57% 27
2021
Q2 		$15.3M Sell
98,662
-2,830
-3% -$444K 0.5% 31
2021
Q1 		$15.4M Buy
101,492
+36,396
+56% +$5.24M 0.54% 31
2020
Q4 		$8.27M Sell
65,096
-18,652
-22% -$2.08M 0.44% 48
2020
Q3 		$8.02M Buy
83,748
+11,699
+16% +$1.15M 0.43% 56
2020
Q2 		$6.78M Buy
72,049
+3,670
+5% +$348K 0.45% 49
2020
Q1 		$6.16M Sell
68,379
-3,360
-5% -$408K 0.53% 41
2019
Q4 		$10M Buy
71,739
+6,119
+9% +$785K 0.85% 17
2019
Q3 		$7.72M Sell
65,620
-101
-0.2% -$11.4K 0.76% 19
2019
Q2 		$7.34M Buy
65,721
+2,413
+4% +$266K 0.8% 17
2019
Q1 		$6.41M Buy
63,308
+5,049
+9% +$520K 0.8% 20
2018
Q4 		$5.69M Buy
58,259
+2,369
+4% +$252K 0.81% 20
2018
Q3 		$6.31M Buy
55,890
+411
+0.7% +$46.7K 0.75% 21
2018
Q2 		$5.78M Buy
55,479
+450
+0.8% +$49.4K 0.76% 19
2018
Q1 		$6.05M Sell
55,029
-7,460
-12% -$845K 0.85% 17
2017
Q4 		$6.68M Buy
62,489
+3,436
+6% +$348K 0.9% 18
2017
Q3 		$5.64M Buy
59,053
+4,741
+9% +$437K 0.94% 19
2017
Q2 		$4.97M Buy
54,312
+6,675
+14% +$576K 0.9% 18
2017
Q1 		$4.19M Sell
47,637
-401
-0.8% -$35.4K 0.83% 17
2016
Q4 		$4.15M Sell
48,038
-23
-0% -$1.75K 0.84% 19
2016
Q3 		$2.52M Sell
48,061
-485
-1% -$31.6K 0.5% 41
2016
Q2 		$2.42M Sell
48,546
-509
-1% -$31.8K 0.48% 45
2016
Q1 		$2.36M Buy
49,055
+4,046
+9% +$236K 0.55% 44
2015
Q4 		$2.97M Buy
45,009
+694
+2% +$45.2K 0.6% 34
2015
Q3 		$2.7M Buy
44,315
+8,359
+23% +$548K 0.65% 26
2015
Q2 		$2.44M Buy
35,956
+228
+0.6% +$14.9K 0.61% 31
2015
Q1 		$2.16M Sell
35,728
-27,444
-43% -$1.63M 0.53% 37
2014
Q4 		$23.2K Buy
63,172
+33,592
+114% +$2.02M 0.5% 23
2014
Q3 		$1.78M Sell
29,580
-30,340
-51% -$1.77M 0.46% 37
2014
Q2 		$1.8M Buy
59,920
+28,379
+90% +$1.6M 0.42% 41
2014
Q1 		$1.92M Buy
31,541
+2,373
+8% +$137K 0.58% 29
2013
Q4 		$1.71M Sell
29,168
-3,059
-9% -$168K 0.54% 31
2013
Q3 		$1.67M Buy
32,227
+5,192
+19% +$278K 0.57% 28
2013
Q2 		$1.43M Buy
+27,035
New +$1.37M 0.48% 40

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

B. Riley Wealth Advisors's JPM Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $492K and bringing the position to 49,890 shares worth $16.4M. The position accounts for 0.88% of the portfolio, ranked #22.

B. Riley Wealth Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.6M in Q2 2024. 1,845 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • B. Riley Wealth Advisors held 49,890 shares of JPMorgan Chase worth $16.4M as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,585 JPMorgan Chase shares in Q2 2026, an estimated $492K.
  • JPMorgan Chase made up 0.88% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • B. Riley Wealth Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's JPMorgan Chase position peaked at $28.6M in Q2 2024.
  • 1,845 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.