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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ritholtz Wealth Management's JPM Position: Q2 2026 in Review

Ritholtz Wealth Management increased its JPMorgan Chase (JPM) stake by 2.7% in Q2 2026, buying an estimated $815K and bringing the position to 99,633 shares worth $32.6M. The position accounts for 0.49% of the portfolio, ranked #29.

Ritholtz Wealth Management first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ritholtz Wealth Management held 99,633 shares of JPMorgan Chase worth $32.6M as of Q2 2026.
Ritholtz Wealth Management bought 2,625 JPMorgan Chase shares in Q2 2026, an estimated $815K.
JPMorgan Chase made up 0.49% of Ritholtz Wealth Management's portfolio in Q2 2026, its #29 holding.
Ritholtz Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.