RMP
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Richards, Merrill & Peterson’s JPMorgan Chase JPM Stock Holding History

Richards, Merrill & Peterson’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 		$5.18M Buy
15,824
+94
+0.6% +$29.2K 1.64% 12
2026
Q1 		$4.63M Buy
15,730
+354
+2% +$107K 1.7% 13
2025
Q4 		$4.95M Buy
15,376
+847
+6% +$262K 1.9% 11
2025
Q3 		$4.58M Buy
14,529
+33
+0.2% +$9.81K 1.98% 10
2025
Q2 		$4.2M Buy
14,496
+125
+0.9% +$31.9K 2% 10
2025
Q1 		$3.53M Sell
14,371
-146
-1% -$37.2K 1.83% 10
2024
Q4 		$3.48M Buy
+14,517
New +$3.38M 1.82% 9

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

Richards, Merrill & Peterson's JPM Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its JPMorgan Chase (JPM) stake by 0.6% in Q2 2026, buying an estimated $29.2K and bringing the position to 15,824 shares worth $5.18M. The position accounts for 1.64% of the portfolio, ranked #12.

Richards, Merrill & Peterson first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Richards, Merrill & Peterson held 15,824 shares of JPMorgan Chase worth $5.18M as of Q2 2026.
  • Richards, Merrill & Peterson bought 94 JPMorgan Chase shares in Q2 2026, an estimated $29.2K.
  • JPMorgan Chase made up 1.64% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #12 holding.
  • Richards, Merrill & Peterson first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.