JP Morgan Chase
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JP Morgan Chase’s BRC Group Holdings RILY Stock Holding History

JP Morgan Chase’s Portfolio RILY Stock Details RILY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,300
Closed -$523K – 7146
2022
Q4 		$523K Buy
+15,300
New +$641K ﹤0.01% 4477
2022
Q3 		– Sell
-5,700
Closed -$241K – 6797
2022
Q2 		$241K Buy
+5,700
New +$299K ﹤0.01% 4981

Other funds holding RILY

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

JP Morgan Chase's RILY Position: Q2 2026 in Review

JP Morgan Chase opened a new position in BRC Group Holdings (RILY) in Q2 2026: 9,603 shares worth $78.6K. The stake represents ﹤0.01% of the portfolio and ranks #6217 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in RILY as recently as Q1 2025.

JP Morgan Chase first reported a position in RILY in Q1 2016 and has held it in 36 quarters since. The position peaked at $4.7M in Q4 2023. 94 funds tracked by Wall St. Rank hold RILY as of Q2 2026.

  • JP Morgan Chase held 9,603 shares of BRC Group Holdings worth $78.6K as of Q2 2026.
  • BRC Group Holdings was a new JP Morgan Chase position in Q2 2026.
  • BRC Group Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6217 holding.
  • JP Morgan Chase first reported a position in BRC Group Holdings in Q1 2016 and has held it in 36 quarters since.
  • JP Morgan Chase's BRC Group Holdings position peaked at $4.7M in Q4 2023.
  • 94 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.