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

B. Riley Wealth Management’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
2022
Q2 		$275K Sell
44,328
-159,530
-78% -$19.8M 0.32% 28
2022
Q1 		$3.57M Sell
203,858
-643,258
-76% -$95M 0.28% 89
2021
Q4 		$6.86M Buy
847,116
+638,881
+307% +$105M 0.47% 51
2021
Q3 		$4.98M Buy
208,235
+5,431
+3% +$851K 0.38% 64
2021
Q2 		$3.9M Buy
202,804
+14,836
+8% +$2.33M 0.43% 60
2021
Q1 		$4.43M Buy
187,968
+159,321
+556% +$22.9M 0.52% 50
2020
Q4 		$3.64M Sell
28,647
-10,374
-27% -$1.16M 0.47% 54
2020
Q3 		$3.76M Buy
39,021
+19,091
+96% +$1.87M 0.44% 60
2020
Q2 		$1.88M Sell
19,930
-21,858
-52% -$2.07M 0.21% 106
2020
Q1 		$3.76M Buy
41,788
+16,821
+67% +$2.04M 0.4% 69
2019
Q4 		$3.48M Buy
24,967
+4,945
+25% +$634K 0.52% 48
2019
Q3 		$2.36M Buy
20,022
+3,925
+24% +$444K 0.41% 61
2019
Q2 		$1.8K Sell
16,097
-314
-2% -$34.6K 0.28% 73
2019
Q1 		$1.62M Buy
16,411
+372
+2% +$38.3K 0.28% 83
2018
Q4 		$1.57M Buy
16,039
+3,191
+25% +$340K 0.33% 67
2018
Q3 		$1.45M Buy
+12,848
New +$1.46M 0.36% 65
2015
Q3 		– Sell
-3,037
Closed -$205K – 481
2015
Q2 		$205K Sell
3,037
-999
-25% -$65.2K 0.16% 183
2015
Q1 		$244K Buy
4,036
+1,001
+33% +$59.3K 0.18% 162
2014
Q4 		$189K Buy
3,035
+1,501
+98% +$90.3K 0.15% 165
2014
Q3 		$92K Sell
1,534
-18,922
-93% -$1.11M 0.07% 310
2014
Q2 		$1.18M Sell
20,456
-999
-5% -$56.2K 0.76% 19
2014
Q1 		$1.3M Buy
+21,455
New +$1.24M 0.96% 10

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's JPM Position: Q2 2022 in Review

B. Riley Wealth Management reduced its JPMorgan Chase (JPM) stake by 78% in Q2 2022, selling an estimated $19.8M and leaving 44,328 shares worth $275K. The position accounts for 0.32% of the portfolio, ranked #28.

B. Riley Wealth Management first reported a position in JPM in Q1 2014 and has held it in 22 quarters since. The position peaked at $6.86M in Q4 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • B. Riley Wealth Management held 44,328 shares of JPMorgan Chase worth $275K as of Q2 2022.
  • B. Riley Wealth Management sold 159,530 JPMorgan Chase shares in Q2 2022, an estimated $19.8M.
  • JPMorgan Chase made up 0.32% of B. Riley Wealth Management's portfolio in Q2 2022, its #28 holding.
  • B. Riley Wealth Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Management's JPMorgan Chase position peaked at $6.86M in Q4 2021.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.