Retirement Income Solutions’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Hold |
4,083
| – | – | 0.21% | 50 |
|
|
2026
Q1 | $1.2M | Buy |
4,083
+99
| +2% | +$30K | 0.21% | 51 |
|
|
2025
Q4 | $1.28M | Sell |
3,984
-147
| -4% | -$45.5K | 0.22% | 47 |
|
|
2025
Q3 | $1.3M | Buy |
4,131
+32
| +0.8% | +$9.52K | 0.22% | 46 |
|
|
2025
Q2 | $1.19M | Sell |
4,099
-95
| -2% | -$24.2K | 0.22% | 47 |
|
|
2025
Q1 | $1.03M | Hold |
4,194
| – | – | 0.22% | 43 |
|
|
2024
Q4 | $1.01M | Sell |
4,194
-209
| -5% | -$48.7K | 0.2% | 44 |
|
|
2024
Q3 | $928K | Hold |
4,403
| – | – | 0.21% | 49 |
|
|
2024
Q2 | $891K | Sell |
4,403
-123
| -3% | -$24K | 0.22% | 49 |
|
|
2024
Q1 | $907K | Hold |
4,526
| – | – | 0.21% | 56 |
|
|
2023
Q4 | $770K | Buy |
4,526
+36
| +0.8% | +$5.46K | 0.19% | 56 |
|
|
2023
Q3 | $651K | Hold |
4,490
| – | – | 0.18% | 58 |
|
|
2023
Q2 | $653K | Hold |
4,490
| – | – | 0.17% | 64 |
|
|
2023
Q1 | $585K | Buy |
4,490
+238
| +6% | +$32.6K | 0.17% | 64 |
|
|
2022
Q4 | $570K | Hold |
4,252
| – | – | 0.18% | 62 |
|
|
2022
Q3 | $451K | Hold |
4,252
| – | – | 0.16% | 62 |
|
|
2022
Q2 | $479K | Buy |
4,252
+104
| +3% | +$12.9K | 0.17% | 62 |
|
|
2022
Q1 | $565K | Sell |
4,148
-600
| -13% | -$88.6K | 0.16% | 57 |
|
|
2021
Q4 | $752K | Buy |
4,748
+1,620
| +52% | +$266K | 0.2% | 43 |
|
|
2021
Q3 | $512K | Hold |
3,128
| – | – | 0.17% | 59 |
|
|
2021
Q2 | $487K | Hold |
3,128
| – | – | 0.17% | 62 |
|
|
2021
Q1 | $476K | Sell |
3,128
-13
| -0.4% | -$1.87K | 0.16% | 64 |
|
|
2020
Q4 | $399K | Sell |
3,141
-156
| -5% | -$17.4K | 0.14% | 66 |
|
|
2020
Q3 | $317K | Buy |
3,297
+261
| +9% | +$25.6K | 0.14% | 66 |
|
|
2020
Q2 | $286K | Sell |
3,036
-1,009
| -25% | -$95.7K | 0.12% | 66 |
|
|
2020
Q1 | $364K | Sell |
4,045
-33
| -0.8% | -$4.01K | 0.2% | 51 |
|
|
2019
Q4 | $568K | Sell |
4,078
-883
| -18% | -$113K | 0.24% | 45 |
|
|
2019
Q3 | $584K | Buy |
4,961
+716
| +17% | +$81K | 0.31% | 38 |
|
|
2019
Q2 | $475K | Sell |
4,245
-222
| -5% | -$24.5K | 0.25% | 41 |
|
|
2019
Q1 | $452K | Hold |
4,467
| – | – | 0.26% | 43 |
|
|
2018
Q4 | $436K | Sell |
4,467
-36
| -0.8% | -$3.84K | 0.28% | 38 |
|
|
2018
Q3 | $508K | Sell |
4,503
-147
| -3% | -$16.7K | 0.28% | 36 |
|
|
2018
Q2 | $485K | Buy |
4,650
+708
| +18% | +$77.7K | 0.3% | 34 |
|
|
2018
Q1 | $434K | Sell |
3,942
-154
| -4% | -$17.4K | 0.26% | 34 |
|
|
2017
Q4 | $438K | Buy |
+4,096
| New | +$415K | 0.26% | 44 |
|
Other funds holding JPM
Retirement Income Solutions's JPM Position: Q2 2026 in Review
Retirement Income Solutions held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,083 shares worth $1.2M. The position accounts for 0.21% of the portfolio, ranked #50.
Retirement Income Solutions first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.3M in Q3 2025. 3,149 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Retirement Income Solutions held 4,083 shares of JPMorgan Chase worth $1.2M as of Q2 2026.
- Retirement Income Solutions left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 0.21% of Retirement Income Solutions's portfolio in Q2 2026, its #50 holding.
- Retirement Income Solutions first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- Retirement Income Solutions's JPMorgan Chase position peaked at $1.3M in Q3 2025.
- 3,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.