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Richmond Investment Services’s JPMorgan Chase JPM Stock Holding History

Richmond Investment 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 		$459K Sell
1,401
-1,546
-52% -$480K 0.15% 81
2026
Q1 		$867K Buy
2,947
+376
+15% +$114K 0.14% 102
2025
Q4 		$828K Sell
2,571
-103
-4% -$31.9K 0.14% 94
2025
Q3 		$843K Buy
2,674
+319
+14% +$94.9K 0.16% 94
2025
Q2 		$682K Buy
2,355
+1,354
+135% +$346K 0.14% 100
2025
Q1 		$245K Sell
1,001
-49
-5% -$12.5K 0.13% 95
2024
Q4 		$252K Buy
+1,050
New +$245K 0.14% 89

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

Richmond Investment Services's JPM Position: Q2 2026 in Review

Richmond Investment Services reduced its JPMorgan Chase (JPM) stake by 52% in Q2 2026, selling an estimated $480K and leaving 1,401 shares worth $459K. The position accounts for 0.15% of the portfolio, ranked #81.

Richmond Investment Services first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $867K in Q1 2026. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Richmond Investment Services held 1,401 shares of JPMorgan Chase worth $459K as of Q2 2026.
  • Richmond Investment Services sold 1,546 JPMorgan Chase shares in Q2 2026, an estimated $480K.
  • JPMorgan Chase made up 0.15% of Richmond Investment Services's portfolio in Q2 2026, its #81 holding.
  • Richmond Investment Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Richmond Investment Services's JPMorgan Chase position peaked at $867K in Q1 2026.
  • 5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.