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River Street Advisors’s JPMorgan Chase JPM Stock Holding History

River Street 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 		$7.49M Buy
22,875
+398
+2% +$124K 2.21% 11
2026
Q1 		$6.61M Buy
22,477
+1,233
+6% +$374K 2.23% 9
2025
Q4 		$6.85M Sell
21,244
-48
-0.2% -$14.9K 2.57% 9
2025
Q3 		$6.72M Sell
21,292
-213
-1% -$63.3K 2.6% 8
2025
Q2 		$6.23M Buy
21,505
+258
+1% +$65.8K 2.69% 7
2025
Q1 		$5.21M Buy
21,247
+206
+1% +$52.5K 2.58% 7
2024
Q4 		$5.04M Sell
21,041
-614
-3% -$143K 2.58% 8
2024
Q3 		$4.57M Buy
21,655
+288
+1% +$60.7K 2.48% 10
2024
Q2 		$4.32M Buy
21,367
+2,716
+15% +$531K 2.66% 5
2024
Q1 		$3.74M Buy
18,651
+841
+5% +$152K 2.52% 8
2023
Q4 		$3.03M Buy
17,810
+918
+5% +$139K 2.42% 9
2023
Q3 		$2.45M Buy
16,892
+44
+0.3% +$6.6K 2.31% 9
2023
Q2 		$2.45M Sell
16,848
-316
-2% -$43.5K 2.34% 8
2023
Q1 		$2.24M Buy
17,164
+252
+1% +$34.5K 2.2% 8
2022
Q4 		$2.27M Buy
+16,912
New +$2.14M 2.43% 8

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

River Street Advisors's JPM Position: Q2 2026 in Review

River Street Advisors increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $124K and bringing the position to 22,875 shares worth $7.49M. The position accounts for 2.21% of the portfolio, ranked #11.

River Street Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • River Street Advisors held 22,875 shares of JPMorgan Chase worth $7.49M as of Q2 2026.
  • River Street Advisors bought 398 JPMorgan Chase shares in Q2 2026, an estimated $124K.
  • JPMorgan Chase made up 2.21% of River Street Advisors's portfolio in Q2 2026, its #11 holding.
  • River Street Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.