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RIA Advisory Group’s JPMorgan Chase JPM Stock Holding History

RIA Advisory Group’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 		$507K Buy
1,548
+144
+10% +$44.7K 0.11% 93
2026
Q1 		$413K Sell
1,404
-24
-2% -$7.28K 0.1% 97
2025
Q4 		$460K Sell
1,428
-289
-17% -$89.5K 0.11% 94
2025
Q3 		$541K Sell
1,717
-124
-7% -$36.9K 0.14% 80
2025
Q2 		$534K Sell
1,841
-77
-4% -$19.6K 0.16% 75
2025
Q1 		$471K Buy
1,918
+89
+5% +$22.7K 0.15% 83
2024
Q4 		$438K Sell
1,829
-80
-4% -$18.6K 0.15% 84
2024
Q3 		$402K Buy
+1,909
New +$402K 0.14% 79
2024
Q1 		$4.67M Buy
+23,329
New +$4.21M 1.89% 10
2023
Q4 		– Sell
-1,724
Closed -$250K – 146
2023
Q3 		$250K Sell
1,724
-48
-3% -$7.2K 0.11% 96
2023
Q2 		$256K Sell
1,772
-60
-3% -$8.25K 0.11% 93
2023
Q1 		$237K Buy
+1,832
New +$251K 0.11% 99

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RIA Advisory Group's JPM Position: Q2 2026 in Review

RIA Advisory Group increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $44.7K and bringing the position to 1,548 shares worth $507K. The position accounts for 0.11% of the portfolio, ranked #93.

RIA Advisory Group first reported a position in JPM in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.67M in Q1 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • RIA Advisory Group held 1,548 shares of JPMorgan Chase worth $507K as of Q2 2026.
  • RIA Advisory Group bought 144 JPMorgan Chase shares in Q2 2026, an estimated $44.7K.
  • JPMorgan Chase made up 0.11% of RIA Advisory Group's portfolio in Q2 2026, its #93 holding.
  • RIA Advisory Group first reported a position in JPMorgan Chase in Q1 2023 and has held it in 12 quarters since.
  • RIA Advisory Group's JPMorgan Chase position peaked at $4.67M in Q1 2024.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.