Rice Partnership’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 | $26.2M | Sell |
80,160
-1,268
| -2% | -$394K | 3.18% | 8 |
|
|
2026
Q1 | $24M | Sell |
81,428
-18,096
| -18% | -$5.49M | 3.27% | 10 |
|
|
2025
Q4 | $32.1M | Sell |
99,524
-9,720
| -9% | -$3.01M | 4.34% | 6 |
|
|
2025
Q3 | $34.5M | Buy |
109,244
+1,314
| +1% | +$391K | 4.89% | 5 |
|
|
2025
Q2 | $31.3M | Buy |
107,930
+10,676
| +11% | +$2.72M | 5.44% | 4 |
|
|
2025
Q1 | $23.9M | Buy |
97,254
+3,208
| +3% | +$818K | 4.9% | 5 |
|
|
2024
Q4 | $22.5M | Buy |
94,046
+2,569
| +3% | +$598K | 4.29% | 6 |
|
|
2024
Q3 | $19.3M | Buy |
91,477
+2,377
| +3% | +$501K | 3.88% | 7 |
|
|
2024
Q2 | $18M | Buy |
89,100
+3,607
| +4% | +$705K | 3.92% | 7 |
|
|
2024
Q1 | $17.1M | Buy |
85,493
+2,162
| +3% | +$390K | 4.04% | 6 |
|
|
2023
Q4 | $14.2M | Buy |
83,331
+1,097
| +1% | +$166K | 3.7% | 6 |
|
|
2023
Q3 | $11.9M | Buy |
82,234
+520
| +0.6% | +$78K | 3.38% | 6 |
|
|
2023
Q2 | $11.9M | Buy |
81,714
+333
| +0.4% | +$45.8K | 3.26% | 6 |
|
|
2023
Q1 | $10.6M | Sell |
81,381
-1,475
| -2% | -$202K | 3.18% | 5 |
|
|
2022
Q4 | $11.1M | Sell |
82,856
-4,328
| -5% | -$548K | 3.51% | 5 |
|
|
2022
Q3 | $9.11M | Buy |
87,184
+8,827
| +11% | +$1.01M | 2.92% | 8 |
|
|
2022
Q2 | $8.82M | Sell |
78,357
-8,393
| -10% | -$1.04M | 3.1% | 7 |
|
|
2022
Q1 | $11.8M | Buy |
86,750
+1,496
| +2% | +$221K | 3.41% | 7 |
|
|
2021
Q4 | $13.5M | Buy |
85,254
+1,223
| +1% | +$201K | 3.84% | 6 |
|
|
2021
Q3 | $13.8M | Sell |
84,031
-616
| -0.7% | -$96.6K | 4.35% | 5 |
|
|
2021
Q2 | $13.2M | Buy |
84,647
+165
| +0.2% | +$25.9K | 4.15% | 5 |
|
|
2021
Q1 | $12.9M | Buy |
84,482
+3,479
| +4% | +$501K | 4.56% | 5 |
|
|
2020
Q4 | $10.3M | Buy |
81,003
+1,896
| +2% | +$212K | 3.85% | 5 |
|
|
2020
Q3 | $7.62M | Buy |
79,107
+4,014
| +5% | +$394K | 3.3% | 12 |
|
|
2020
Q2 | $7.06M | Buy |
75,093
+6,178
| +9% | +$586K | 3.62% | 8 |
|
|
2020
Q1 | $6.2M | Buy |
68,915
+2,500
| +4% | +$304K | 4.16% | 6 |
|
|
2019
Q4 | $9.26M | Buy |
66,415
+3,312
| +5% | +$425K | 5.04% | 3 |
|
|
2019
Q3 | $7.43M | Buy |
63,103
+2,704
| +4% | +$306K | 4.65% | 3 |
|
|
2019
Q2 | $6.75M | Buy |
60,399
+1,203
| +2% | +$133K | 4.55% | 3 |
|
|
2019
Q1 | $5.99M | Buy |
59,196
+1,185
| +2% | +$122K | 4.34% | 2 |
|
|
2018
Q4 | $5.66M | Buy |
58,011
+835
| +1% | +$89K | 5.09% | 2 |
|
|
2018
Q3 | $6.45M | Sell |
57,176
-174
| -0.3% | -$19.8K | 4.07% | 6 |
|
|
2018
Q2 | $5.98M | Buy |
57,350
+2,731
| +5% | +$300K | 3.94% | 5 |
|
|
2018
Q1 | $6.01M | Buy |
54,619
+687
| +1% | +$77.8K | 4.01% | 6 |
|
|
2017
Q4 | $5.77M | Buy |
+53,932
| New | +$5.46M | 4.05% | 5 |
|
Other funds holding JPM
Rice Partnership's JPM Position: Q2 2026 in Review
Rice Partnership reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $394K and leaving 80,160 shares worth $26.2M. The position accounts for 3.18% of the portfolio, ranked #8.
Rice Partnership first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $34.5M in Q3 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Rice Partnership held 80,160 shares of JPMorgan Chase worth $26.2M as of Q2 2026.
- Rice Partnership sold 1,268 JPMorgan Chase shares in Q2 2026, an estimated $394K.
- JPMorgan Chase made up 3.18% of Rice Partnership's portfolio in Q2 2026, its #8 holding.
- Rice Partnership first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- Rice Partnership's JPMorgan Chase position peaked at $34.5M in Q3 2025.
- 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.