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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
Q2 		$420K Buy
1,282
+97
+8% +$30.1K 0.08% 122
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 $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

Rialto Wealth Management's JPM Position: Q2 2026 in Review

Rialto Wealth Management increased its JPMorgan Chase (JPM) stake by 8.2% in Q2 2026, buying an estimated $30.1K and bringing the position to 1,282 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #122.

Rialto Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $448K in Q4 2024. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rialto Wealth Management held 1,282 shares of JPMorgan Chase worth $420K as of Q2 2026.
  • Rialto Wealth Management bought 97 JPMorgan Chase shares in Q2 2026, an estimated $30.1K.
  • JPMorgan Chase made up 0.08% of Rialto Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Rialto Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's JPMorgan Chase position peaked at $448K in Q4 2024.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.