RFS
JPM icon

Richardson Financial Services’s JPMorgan Chase JPM Stock Holding History

Richardson Financial Services’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 		$1.96M Buy
5,983
+491
+9% +$152K 1.11% 18
2026
Q1 		$1.62M Buy
5,492
+178
+3% +$54K 1.01% 19
2025
Q4 		$1.65M Buy
5,314
+84
+2% +$26K 0.53% 19
2025
Q3 		$1.65M Buy
5,230
+170
+3% +$50.6K 1.02% 18
2025
Q2 		$1.47M Buy
5,060
+135
+3% +$34.5K 0.99% 19
2025
Q1 		$1.21M Sell
4,925
-30
-0.6% -$7.65K 0.92% 23
2024
Q4 		$1.19M Sell
4,955
-368
-7% -$85.7K 0.83% 26
2024
Q3 		$1.08M Buy
5,323
+208
+4% +$43.8K 0.69% 33
2024
Q2 		$1.03M Sell
5,115
-321
-6% -$62.8K 0.75% 31
2024
Q1 		$1.09M Buy
5,436
+522
+11% +$94.2K 0.77% 31
2023
Q4 		$836K Buy
+4,914
New +$745K 0.73% 38

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Richardson Financial Services's JPM Position: Q2 2026 in Review

Richardson Financial Services increased its JPMorgan Chase (JPM) stake by 8.9% in Q2 2026, buying an estimated $152K and bringing the position to 5,983 shares worth $1.96M. The position accounts for 1.11% of the portfolio, ranked #18.

Richardson Financial Services first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 4,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Richardson Financial Services held 5,983 shares of JPMorgan Chase worth $1.96M as of Q2 2026.
  • Richardson Financial Services bought 491 JPMorgan Chase shares in Q2 2026, an estimated $152K.
  • JPMorgan Chase made up 1.11% of Richardson Financial Services's portfolio in Q2 2026, its #18 holding.
  • Richardson Financial Services first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 4,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.