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 Q1	$1.97M	Sell	6,700 -500	-7%	-$152K	0.72%	29
2025 Q4	$2.32M	Sell	7,200 -1,000	-12%	-$310K	0.22%	62
2025 Q3	$2.59M	Buy	+8,200	New	+$2.44M	0.71%	37
2025 Q1	–	Sell	-17,000	Closed	-$4.08M	–	165
2024 Q4	$4.08M	Buy	17,000 +3,300	+24%	+$769K	0.34%	51
2024 Q3	$2.89M	Sell	13,700 -9,100	-40%	-$1.92M	0.38%	41
2024 Q2	$4.61M	Sell	22,800 -57,900	-72%	-$11.3M	0.32%	47
2024 Q1	$16.2M	Sell	80,700 -194,500	-71%	-$35.1M	0.4%	59
2023 Q4	$46.8M	Buy	275,200 +5,000	+2%	+$758K	1.05%	27
2023 Q3	$39.2M	Buy	270,200 +248,300	+1,134%	+$37.2M	1.21%	20
2023 Q2	$3.19M	Sell	21,900 -31,700	-59%	-$4.36M	0.37%	48
2023 Q1	$6.98M	Sell	53,600 -58,300	-52%	-$7.99M	0.3%	58
2022 Q4	$15M	Buy	+111,900	New	+$14.2M	0.9%	24

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

One River Asset Management's JPM Position: Q1 2026 in Review

One River Asset Management opened a new position in JPMorgan Chase (JPM) in Q1 2026: 1,993 shares worth $586K. The stake represents 0.21% of the portfolio and ranks #114 among its holdings. This is a return to the name: One River Asset Management previously reported a position in JPM as recently as Q4 2024.

One River Asset Management first reported a position in JPM in Q4 2022 and has held it in 7 quarters since. The position peaked at $5.15M in Q3 2023. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

One River Asset Management held 1,993 shares of JPMorgan Chase worth $586K as of Q1 2026.
JPMorgan Chase was a new One River Asset Management position in Q1 2026.
JPMorgan Chase made up 0.21% of One River Asset Management's portfolio in Q1 2026, its #114 holding.
One River Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 7 quarters since.
One River Asset Management's JPMorgan Chase position peaked at $5.15M in Q3 2023.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on One River Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.