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Ridgecrest Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Ridgecrest Wealth Partners’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 		$1.97M Sell
6,016
-851
-12% -$264K 0.95% 22
2026
Q1 		$2.02M Buy
6,867
+1
+0% +$303 1.11% 20
2025
Q4 		$2.21M Sell
6,866
-1,037
-13% -$321K 1.2% 18
2025
Q3 		$2.49M Buy
7,903
+42
+0.5% +$12.5K 1.13% 17
2025
Q2 		$2.28M Buy
7,861
+7
+0.1% +$1.79K 1.2% 19
2025
Q1 		$1.93M Buy
7,854
+497
+7% +$127K 1.01% 23
2024
Q4 		$1.76M Sell
7,357
-1,700
-19% -$396K 0.96% 22
2024
Q3 		$1.91M Buy
9,057
+30
+0.3% +$6.32K 1% 23
2024
Q2 		$1.83M Buy
9,027
+25
+0.3% +$4.89K 1.1% 21
2024
Q1 		$1.8M Sell
9,002
-355
-4% -$64.1K 1.07% 21
2023
Q4 		$1.59M Sell
9,357
-10
-0.1% -$1.51K 1.05% 21
2023
Q3 		$1.36M Sell
9,367
-15
-0.2% -$2.25K 0.95% 25
2023
Q2 		$1.36M Sell
9,382
-120
-1% -$16.5K 0.9% 24
2023
Q1 		$1.24M Hold
9,502
– – 0.88% 28
2022
Q4 		$1.27M Buy
9,502
+58
+0.6% +$7.35K 0.97% 26
2022
Q3 		$987K Buy
9,444
+110
+1% +$12.6K 0.8% 31
2022
Q2 		$1.05M Buy
9,334
+297
+3% +$36.8K 0.76% 33
2022
Q1 		$1.23M Hold
9,037
– – 0.78% 33
2021
Q4 		$1.43M Hold
9,037
– – 0.7% 34
2021
Q3 		$1.48M Buy
9,037
+1,443
+19% +$226K 0.81% 32
2021
Q2 		$1.18M Sell
7,594
-1,307
-15% -$205K 0.74% 36
2021
Q1 		$1.35M Buy
+8,901
New +$1.28M 1.29% 24

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

Ridgecrest Wealth Partners's JPM Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $264K and leaving 6,016 shares worth $1.97M. The position accounts for 0.95% of the portfolio, ranked #22.

Ridgecrest Wealth Partners first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.49M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ridgecrest Wealth Partners held 6,016 shares of JPMorgan Chase worth $1.97M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 851 JPMorgan Chase shares in Q2 2026, an estimated $264K.
  • JPMorgan Chase made up 0.95% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Ridgecrest Wealth Partners first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's JPMorgan Chase position peaked at $2.49M in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.