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Richwood Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Richwood Investment Advisors’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 		$851K Hold
2,601
– – 0.6% 41
2026
Q1 		$765K Sell
2,601
-15
-0.6% -$4.55K 0.59% 39
2025
Q4 		$843K Buy
2,616
+230
+10% +$71.2K 0.61% 39
2025
Q3 		$753K Buy
2,386
+100
+4% +$29.7K 0.59% 37
2025
Q2 		$663K Sell
2,286
-50
-2% -$12.8K 0.54% 42
2025
Q1 		$573K Buy
2,336
+123
+6% +$31.4K 0.49% 50
2024
Q4 		$530K Buy
2,213
+130
+6% +$30.3K 0.44% 55
2024
Q3 		$439K Sell
2,083
-125
-6% -$26.3K 0.36% 70
2024
Q2 		$447K Buy
2,208
+40
+2% +$7.82K 0.39% 64
2024
Q1 		$434K Sell
2,168
-100
-4% -$18K 0.39% 66
2023
Q4 		$386K Buy
2,268
+205
+10% +$31.1K 0.36% 70
2023
Q3 		$299K Sell
2,063
-170
-8% -$25.5K 0.31% 79
2023
Q2 		$325K Sell
2,233
-622
-22% -$85.5K 0.32% 79
2023
Q1 		$372K Hold
2,855
– – 0.37% 76
2022
Q4 		$383K Sell
2,855
-138
-5% -$17.5K 0.39% 73
2022
Q3 		$313K Hold
2,993
– – 0.34% 80
2022
Q2 		$337K Buy
2,993
+245
+9% +$30.4K 0.34% 81
2022
Q1 		$375K Buy
2,748
+1,057
+63% +$156K 0.33% 82
2021
Q4 		$268K Buy
+1,691
New +$278K 0.23% 93

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Richwood Investment Advisors's JPM Position: Q2 2026 in Review

Richwood Investment Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,601 shares worth $851K. The position accounts for 0.6% of the portfolio, ranked #41.

Richwood Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Richwood Investment Advisors held 2,601 shares of JPMorgan Chase worth $851K as of Q2 2026.
  • Richwood Investment Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.6% of Richwood Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Richwood Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.