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	$98.8K	Sell	300 -29,700	-99%	-$9.22M	0.01%	836
2026 Q1	$85.1K	Buy	30,000 +29,000	+2,900%	+$8.8M	0.01%	791
2025 Q4	$322K	Sell	1,000 -99,000	-99%	-$30.7M	0.01%	687
2025 Q3	$315K	Buy	100,000 +98,700	+7,592%	+$29.4M	0.01%	707
2025 Q2	$377K	Buy	+1,300	New	+$332K	0.02%	629

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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. 1,897 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.
1,897 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.