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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Richmond Investment Services's JPM Position: Q1 2026 in Review

Richmond Investment Services increased its JPMorgan Chase (JPM) stake by 15% in Q1 2026, buying an estimated $114K and bringing the position to 2,947 shares worth $867K. The position accounts for 0.14% of the portfolio, ranked #102.

Richmond Investment Services first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Richmond Investment Services held 2,947 shares of JPMorgan Chase worth $867K as of Q1 2026.
  • Richmond Investment Services bought 376 JPMorgan Chase shares in Q1 2026, an estimated $114K.
  • JPMorgan Chase made up 0.14% of Richmond Investment Services's portfolio in Q1 2026, its #102 holding.
  • Richmond Investment Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.