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Bay Rivers Group’s JPMorgan Chase JPM Stock Holding History

Bay Rivers Group’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 		$1.98M Hold
6,041
– – 0.67% 36
2026
Q1 		$1.78M Sell
6,041
-3
-0% -$910 0.74% 35
2025
Q4 		$1.95M Sell
6,044
-24
-0.4% -$7.43K 0.79% 36
2025
Q3 		$1.91M Sell
6,068
-65
-1% -$19.3K 0.81% 36
2025
Q2 		$1.78M Hold
6,133
– – 0.81% 37
2025
Q1 		$1.5M Buy
6,133
+75
+1% +$19.1K 0.79% 37
2024
Q4 		$1.45M Sell
6,058
-14
-0.2% -$3.26K 0.7% 37
2024
Q3 		$1.28M Sell
6,072
-218
-3% -$45.9K 0.64% 38
2024
Q2 		$1.27M Buy
6,290
+290
+5% +$56.7K 0.66% 37
2024
Q1 		$1.2M Hold
6,000
– – 0.66% 37
2023
Q4 		$1.02M Buy
6,000
+931
+18% +$141K 0.64% 38
2023
Q3 		$735K Buy
5,069
+105
+2% +$15.7K 0.57% 41
2023
Q2 		$722K Sell
4,964
-560
-10% -$77K 0.54% 41
2023
Q1 		$720K Buy
5,524
+360
+7% +$49.3K 0.63% 38
2022
Q4 		$692K Buy
5,164
+360
+7% +$45.6K 0.7% 35
2022
Q3 		$502K Hold
4,804
– – 0.5% 42
2022
Q2 		$541K Sell
4,804
-23
-0.5% -$2.85K 0.48% 44
2022
Q1 		$658K Buy
4,827
+196
+4% +$28.9K 0.47% 49
2021
Q4 		$733K Sell
4,631
-10
-0.2% -$1.64K 0.45% 55
2021
Q3 		$760K Buy
4,641
+80
+2% +$12.5K 0.52% 55
2021
Q2 		$709K Sell
4,561
-100
-2% -$15.7K 0.5% 53
2021
Q1 		$710K Hold
4,661
– – 0.55% 52
2020
Q4 		$592K Sell
4,661
-258
-5% -$28.8K 0.5% 51
2020
Q3 		$474K Buy
4,919
+464
+10% +$45.6K 0.45% 50
2020
Q2 		$419K Buy
4,455
+1,227
+38% +$116K 0.43% 47
2020
Q1 		$291K Sell
3,228
-85
-3% -$10.3K 0.41% 49
2019
Q4 		$462K Buy
+3,313
New +$425K 0.45% 57

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Bay Rivers Group's JPM Position: Q2 2026 in Review

Bay Rivers Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,041 shares worth $1.98M. The position accounts for 0.67% of the portfolio, ranked #36.

Bay Rivers Group first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 2,482 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bay Rivers Group held 6,041 shares of JPMorgan Chase worth $1.98M as of Q2 2026.
  • Bay Rivers Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.67% of Bay Rivers Group's portfolio in Q2 2026, its #36 holding.
  • Bay Rivers Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 2,482 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.