Reik & Co’s JPMorgan Chase JPM Stock Holding History

Reik & Co’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	$2.82M	Hold	9,590	–	–	0.78%	16
2025 Q4	$3.09M	Hold	9,590	–	–	0.85%	16
2025 Q3	$3.02M	Buy	9,590 +380	+4%	+$113K	0.78%	15
2025 Q2	$2.67M	Buy	9,210 +6,478	+237%	+$1.65M	0.67%	15
2025 Q1	$670K	Hold	2,732	–	–	0.16%	33
2024 Q4	$655K	Hold	2,732	–	–	0.16%	35
2024 Q3	$576K	Hold	2,732	–	–	0.14%	38
2024 Q2	$553K	Hold	2,732	–	–	0.14%	38
2024 Q1	$547K	Hold	2,732	–	–	0.14%	36
2023 Q4	$465K	Hold	2,732	–	–	0.13%	40
2023 Q3	$396K	Hold	2,732	–	–	0.12%	42
2023 Q2	$397K	Buy	2,732 +10	+0.4%	+$1.38K	0.11%	43
2023 Q1	$355K	Hold	2,722	–	–	0.1%	45
2022 Q4	$365K	Hold	2,722	–	–	0.11%	44
2022 Q3	$284K	Hold	2,722	–	–	0.09%	45
2022 Q2	$307K	Hold	2,722	–	–	0.09%	44
2022 Q1	$371K	Hold	2,722	–	–	0.09%	47
2021 Q4	$431K	Hold	2,722	–	–	0.1%	46
2021 Q3	$446K	Hold	2,722	–	–	0.12%	45
2021 Q2	$423K	Hold	2,722	–	–	0.11%	47
2021 Q1	$414K	Hold	2,722	–	–	0.11%	44
2020 Q4	$346K	Hold	2,722	–	–	0.09%	44
2020 Q3	$262K	Hold	2,722	–	–	0.07%	44
2020 Q2	$256K	Hold	2,722	–	–	0.07%	43
2020 Q1	$245K	Hold	2,722	–	–	0.08%	40
2019 Q4	$379K	Hold	2,722	–	–	0.1%	40
2019 Q3	$320K	Hold	2,722	–	–	0.08%	41
2019 Q2	$304K	Hold	2,722	–	–	0.08%	42
2019 Q1	$276K	Hold	2,722	–	–	0.08%	43
2018 Q4	$266K	Hold	2,722	–	–	0.08%	44
2018 Q3	$307K	Hold	2,722	–	–	0.09%	44
2018 Q2	$284K	Hold	2,722	–	–	0.09%	43
2018 Q1	$299K	Hold	2,722	–	–	0.1%	44
2017 Q4	$291K	Hold	2,722	–	–	0.09%	44
2017 Q3	$260K	Hold	2,722	–	–	0.09%	44
2017 Q2	$249K	Hold	2,722	–	–	0.08%	42
2017 Q1	$239K	Sell	2,722 -10,000	-79%	-$882K	0.08%	42
2016 Q4	$1.1M	Buy	12,722 +122	+1%	+$9.3K	0.38%	23
2016 Q3	$839K	Hold	12,600	–	–	0.29%	24
2016 Q2	$783K	Hold	12,600	–	–	0.27%	26
2016 Q1	$746K	Buy	12,600 +2,000	+19%	+$117K	0.27%	25
2015 Q4	$700K	Hold	10,600	–	–	0.26%	24
2015 Q3	$646K	Hold	10,600	–	–	0.23%	28
2015 Q2	$718K	Hold	10,600	–	–	0.23%	27
2015 Q1	$642K	Hold	10,600	–	–	0.21%	29
2014 Q4	$663K	Hold	10,600	–	–	0.21%	29
2014 Q3	$639K	Hold	10,600	–	–	0.22%	30
2014 Q2	$611K	Buy	10,600 +600	+6%	+$33.7K	0.21%	33
2014 Q1	$607K	Hold	10,000	–	–	0.21%	29
2013 Q4	$585K	Buy	10,000 +380	+4%	+$20.8K	0.21%	29
2013 Q3	$497K	Buy	+9,620	New	+$516K	0.2%	28

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

Reik & Co's JPM Position: Q1 2026 in Review

Reik & Co held its JPMorgan Chase (JPM) position steady in Q1 2026 at 9,590 shares worth $2.82M. The position accounts for 0.78% of the portfolio, ranked #16.

Reik & Co first reported a position in JPM in Q3 2013 and has held it in 51 quarters since. The position peaked at $3.09M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Reik & Co held 9,590 shares of JPMorgan Chase worth $2.82M as of Q1 2026.
Reik & Co left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.78% of Reik & Co's portfolio in Q1 2026, its #16 holding.
Reik & Co first reported a position in JPMorgan Chase in Q3 2013 and has held it in 51 quarters since.
Reik & Co's JPMorgan Chase position peaked at $3.09M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Reik & Co's 13F filing for Q1 2026, filed 5 May 2026.