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Richard C. Young & Co’s JPMorgan Chase JPM Stock Holding History

Richard C. Young & Co’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 		$23.2M Buy
70,788
+12
+0% +$3.73K 1.71% 22
2026
Q1 		$20.8M Buy
70,776
+419
+0.6% +$127K 1.72% 25
2025
Q4 		$22.7M Sell
70,357
-85
-0.1% -$26.3K 2.03% 12
2025
Q3 		$22.2M Sell
70,442
-1,048
-1% -$312K 2.06% 12
2025
Q2 		$20.7M Buy
71,490
+191
+0.3% +$48.7K 2.05% 13
2025
Q1 		$17.5M Buy
71,299
+49
+0.1% +$12.5K 1.88% 16
2024
Q4 		$17.1M Buy
71,250
+18,901
+36% +$4.4M 1.86% 22
2024
Q3 		$11M Buy
52,349
+1,960
+4% +$413K 1.21% 47
2024
Q2 		$10.2M Buy
50,389
+2,463
+5% +$482K 1.24% 46
2024
Q1 		$9.6M Buy
+47,926
New +$8.65M 1.21% 48

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Richard C. Young & Co's JPM Position: Q2 2026 in Review

Richard C. Young & Co increased its JPMorgan Chase (JPM) stake by 0.02% in Q2 2026, buying an estimated $3.73K and bringing the position to 70,788 shares worth $23.2M. The position accounts for 1.71% of the portfolio, ranked #22.

Richard C. Young & Co first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 2,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Richard C. Young & Co held 70,788 shares of JPMorgan Chase worth $23.2M as of Q2 2026.
  • Richard C. Young & Co bought 12 JPMorgan Chase shares in Q2 2026, an estimated $3.73K.
  • JPMorgan Chase made up 1.71% of Richard C. Young & Co's portfolio in Q2 2026, its #22 holding.
  • Richard C. Young & Co first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 2,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.