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 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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return