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Richardson Capital Management’s JPMorgan Chase JPM Stock Holding History

Richardson Capital 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 		$426K Sell
1,302
-8
-0.6% -$2.48K 0.18% 26
2026
Q1 		$385K Buy
1,310
+41
+3% +$12.4K 0.19% 25
2025
Q4 		$409K Buy
1,269
+8
+0.6% +$2.48K 0.21% 21
2025
Q3 		$398K Hold
1,261
– – 0.19% 21
2025
Q2 		$366K Sell
1,261
-5
-0.4% -$1.28K 0.19% 23
2025
Q1 		$311K Buy
1,266
+1,074
+559% +$274K 0.19% 26
2024
Q4 		$46K Hold
192
– – 0.03% 78
2024
Q3 		$40.5K Hold
192
– – 0.03% 72
2024
Q2 		$38.8K Buy
192
+22
+13% +$4.3K 0.03% 79
2024
Q1 		$34.1K Buy
+170
New +$30.7K 0.03% 78

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Richardson Capital Management's JPM Position: Q2 2026 in Review

Richardson Capital Management reduced its JPMorgan Chase (JPM) stake by 0.61% in Q2 2026, selling an estimated $2.48K and leaving 1,302 shares worth $426K. The position accounts for 0.18% of the portfolio, ranked #26.

Richardson Capital Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 3,009 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Richardson Capital Management held 1,302 shares of JPMorgan Chase worth $426K as of Q2 2026.
  • Richardson Capital Management sold 8 JPMorgan Chase shares in Q2 2026, an estimated $2.48K.
  • JPMorgan Chase made up 0.18% of Richardson Capital Management's portfolio in Q2 2026, its #26 holding.
  • Richardson Capital Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 3,009 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.