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Ritter Daniher Financial Advisory’s JPMorgan Chase JPM Stock Holding History

Ritter Daniher Financial Advisory’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 		$6.62M Sell
20,232
-173
-0.8% -$53.7K 1.01% 18
2026
Q1 		$6M Sell
20,405
-34
-0.2% -$10.3K 1.02% 18
2025
Q4 		$6.59M Sell
20,439
-684
-3% -$212K 1.1% 19
2025
Q3 		$6.66M Buy
21,123
+1,814
+9% +$540K 1.17% 18
2025
Q2 		$5.6M Buy
19,309
+104
+0.5% +$26.5K 1.37% 15
2025
Q1 		$4.71M Sell
19,205
-99
-0.5% -$25.2K 1.29% 14
2024
Q4 		$4.63M Sell
19,304
-271
-1% -$63.1K 1.31% 14
2024
Q3 		$4.13M Sell
19,575
-96
-0.5% -$20.2K 1.2% 14
2024
Q2 		$3.98M Buy
19,671
+48
+0.2% +$9.38K 1.27% 13
2024
Q1 		$3.93M Buy
19,623
+104
+0.5% +$18.8K 1.3% 13
2023
Q4 		$3.32M Buy
19,519
+1,381
+8% +$209K 1.23% 11
2023
Q3 		$2.63M Buy
18,138
+974
+6% +$146K 1.11% 12
2023
Q2 		$2.5M Buy
17,164
+781
+5% +$107K 1.03% 12
2023
Q1 		$2.13M Sell
16,383
-50
-0.3% -$6.85K 0.94% 14
2022
Q4 		$2.2M Sell
16,433
-35
-0.2% -$4.43K 1.05% 14
2022
Q3 		$1.72M Buy
16,468
+6
+0% +$689 1.23% 13
2022
Q2 		$1.85M Buy
16,462
+5
+0% +$619 1.32% 12
2022
Q1 		$2.24M Buy
16,457
+124
+0.8% +$18.3K 1.55% 10
2021
Q4 		$2.59M Buy
16,333
+436
+3% +$71.6K 1.72% 10
2021
Q3 		$2.6M Sell
15,897
-96
-0.6% -$15.1K 1.9% 10
2021
Q2 		$2.49M Buy
15,993
+3
+0% +$471 1.85% 10
2021
Q1 		$2.43M Buy
15,990
+3
+0% +$432 1.95% 10
2020
Q4 		$2.03M Buy
+15,987
New +$1.79M 1.76% 10

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

Ritter Daniher Financial Advisory's JPM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its JPMorgan Chase (JPM) stake by 0.85% in Q2 2026, selling an estimated $53.7K and leaving 20,232 shares worth $6.62M. The position accounts for 1.01% of the portfolio, ranked #18.

Ritter Daniher Financial Advisory first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.66M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ritter Daniher Financial Advisory held 20,232 shares of JPMorgan Chase worth $6.62M as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 173 JPMorgan Chase shares in Q2 2026, an estimated $53.7K.
  • JPMorgan Chase made up 1.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #18 holding.
  • Ritter Daniher Financial Advisory first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Ritter Daniher Financial Advisory's JPMorgan Chase position peaked at $6.66M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.