One River Asset Management’s JPMorgan Chase JPM Stock Holding History

One River Asset 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
2026 Q2	$1.8M	Sell	5,500 -1,100	-17%	-$342K	0.58%	42
2026 Q1	$1.94M	Sell	6,600 -600	-8%	-$182K	0.71%	30
2025 Q4	$2.32M	Sell	7,200 -1,000	-12%	-$310K	0.22%	61
2025 Q3	$2.59M	Buy	+8,200	New	+$2.44M	0.71%	36
2025 Q1	–	Sell	-18,400	Closed	-$4.41M	–	163
2024 Q4	$4.41M	Sell	18,400 -16,000	-47%	-$3.73M	0.37%	50
2024 Q3	$7.25M	Sell	34,400 -11,200	-25%	-$2.36M	0.94%	22
2024 Q2	$9.22M	Buy	45,600 +3,300	+8%	+$645K	0.65%	31
2024 Q1	$8.47M	Sell	42,300 -142,100	-77%	-$25.6M	0.21%	77
2023 Q4	$31.4M	Buy	184,400 +13,900	+8%	+$2.11M	0.7%	39
2023 Q3	$24.7M	Buy	170,500 +163,800	+2,445%	+$24.6M	0.77%	33
2023 Q2	$974K	Sell	6,700 -38,700	-85%	-$5.32M	0.11%	111
2023 Q1	$5.92M	Sell	45,400 -49,900	-52%	-$6.84M	0.26%	69
2022 Q4	$12.8M	Buy	+95,300	New	+$12.1M	0.77%	29

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

One River Asset Management's JPM Position: Q2 2026 in Review

One River Asset Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,993 shares — an estimated $619K sold.

One River Asset Management first reported a position in JPM in Q4 2022 and held it in 7 quarters. The position peaked at $5.15M in Q3 2023. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

One River Asset Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
One River Asset Management sold 1,993 JPMorgan Chase shares in Q2 2026, an estimated $619K.
One River Asset Management first reported a position in JPMorgan Chase in Q4 2022 and held it in 7 quarters.
One River Asset Management's JPMorgan Chase position peaked at $5.15M in Q3 2023.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on One River Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.