Ritholtz Wealth Management’s JPMorgan Chase JPM Stock Holding History

Ritholtz Wealth Management’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
2021 Q3	–	Sell	-1,600	Closed	-$40K	–	560
2021 Q2	$40K	Buy	1,600 +1,100	+220%	+$173K	﹤0.01%	516
2021 Q1	$19K	Sell	500 -100	-17%	-$14.4K	﹤0.01%	464
2020 Q4	$13K	Buy	+600	New	+$67.1K	﹤0.01%	404
2020 Q3	–	Sell	-1,700	Closed	-$23K	–	337
2020 Q2	$23K	Buy	+1,700	New	+$161K	﹤0.01%	284

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ritholtz Wealth Management's JPM Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.16% in Q1 2026, selling an estimated $47K and leaving 97,008 shares worth $28.5M. The position accounts for 0.5% of the portfolio, ranked #29.

Ritholtz Wealth Management first reported a position in JPM in Q4 2016 and has held it in 37 quarters since. The position peaked at $31.3M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Ritholtz Wealth Management held 97,008 shares of JPMorgan Chase worth $28.5M as of Q1 2026.
Ritholtz Wealth Management sold 155 JPMorgan Chase shares in Q1 2026, an estimated $47K.
JPMorgan Chase made up 0.5% of Ritholtz Wealth Management's portfolio in Q1 2026, its #29 holding.
Ritholtz Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 37 quarters since.
Ritholtz Wealth Management's JPMorgan Chase position peaked at $31.3M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.