Rise Advisors
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Rise Advisors’s JPMorgan Chase JPM Stock Holding History

Rise 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
Q3 		$1.31M Buy
3,971
+221
+6% +$77.3K 0.37% 26
2026
Q2 		$1.23M Buy
3,750
+116
+3% +$36K 0.35% 28
2026
Q1 		$1.07M Sell
3,634
-21
-0.6% -$6.37K 0.38% 25
2025
Q4 		$1.18M Sell
3,655
-151
-4% -$46.8K 0.42% 23
2025
Q3 		$1.2M Buy
3,806
+144
+4% +$42.8K 0.43% 23
2025
Q2 		$1.06M Buy
3,662
+211
+6% +$53.8K 0.42% 23
2025
Q1 		$847K Buy
3,451
+195
+6% +$49.7K 0.37% 23
2024
Q4 		$780K Buy
3,256
+73
+2% +$17K 0.38% 25
2024
Q3 		$671K Buy
3,183
+15
+0.5% +$3.16K 0.32% 27
2024
Q2 		$641K Sell
3,168
-25
-0.8% -$4.89K 0.34% 27
2024
Q1 		$640K Buy
3,193
+1,445
+83% +$261K 0.34% 27
2023
Q4 		$297K Buy
1,748
+474
+37% +$71.8K 0.21% 48
2023
Q3 		$185K Sell
1,274
-168
-12% -$25.2K 0.15% 69
2023
Q2 		$210K Sell
1,442
-157
-10% -$21.6K 0.16% 62
2023
Q1 		$208K Sell
1,599
-590
-27% -$80.8K 0.16% 63
2022
Q4 		$294K Buy
2,189
+47
+2% +$5.96K 0.24% 50
2022
Q3 		$224K Buy
2,142
+11
+0.5% +$1.26K 0.19% 58
2022
Q2 		$240K Buy
2,131
+190
+10% +$23.5K 0.24% 53
2022
Q1 		$265K Buy
1,941
+393
+25% +$58K 0.24% 54
2021
Q4 		$245K Buy
+1,548
New +$254K 0.23% 57

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Rise Advisors's JPM Position: Q3 2026 in Review

Rise Advisors increased its JPMorgan Chase (JPM) stake by 5.9% in Q3 2026, buying an estimated $77.3K and bringing the position to 3,971 shares worth $1.31M. The position accounts for 0.37% of the portfolio, ranked #26.

Rise Advisors first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Rise Advisors held 3,971 shares of JPMorgan Chase worth $1.31M as of Q3 2026.
  • Rise Advisors bought 221 JPMorgan Chase shares in Q3 2026, an estimated $77.3K.
  • JPMorgan Chase made up 0.37% of Rise Advisors's portfolio in Q3 2026, its #26 holding.
  • Rise Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.