RWM
JPM icon

Rialto Wealth Management’s JPMorgan Chase JPM Stock Holding History

Rialto Wealth 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 		$349K Buy
1,185
+42
+4% +$12.7K 0.08% 121
2025
Q4 		$368K Buy
1,143
+181
+19% +$56K 0.09% 113
2025
Q3 		$304K Buy
962
+33
+4% +$9.81K 0.08% 124
2025
Q2 		$269K Buy
929
+35
+4% +$8.93K 0.08% 128
2025
Q1 		$219K Sell
894
-976
-52% -$249K 0.07% 142
2024
Q4 		$448K Buy
+1,870
New +$436K 0.15% 94

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rialto Wealth Management's JPM Position: Q1 2026 in Review

Rialto Wealth Management increased its JPMorgan Chase (JPM) stake by 3.7% in Q1 2026, buying an estimated $12.7K and bringing the position to 1,185 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #121.

Rialto Wealth Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $448K in Q4 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rialto Wealth Management held 1,185 shares of JPMorgan Chase worth $349K as of Q1 2026.
  • Rialto Wealth Management bought 42 JPMorgan Chase shares in Q1 2026, an estimated $12.7K.
  • JPMorgan Chase made up 0.08% of Rialto Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Rialto Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's JPMorgan Chase position peaked at $448K in Q4 2024.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.