River Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.3M | Buy |
69,124
+132
| +0.2% | +$40.1K | 2.34% | 12 |
|
|
2025
Q4 | $22.2M | Buy |
68,992
+1,358
| +2% | +$420K | 2.49% | 9 |
|
|
2025
Q3 | $21.3M | Buy |
67,634
+374
| +0.6% | +$111K | 2.49% | 9 |
|
|
2025
Q2 | $19.5M | Buy |
67,260
+1,186
| +2% | +$303K | 2.42% | 8 |
|
|
2025
Q1 | $16.2M | Buy |
66,074
+284
| +0.4% | +$72.4K | 2.25% | 11 |
|
|
2024
Q4 | $15.8M | Buy |
65,790
+1,787
| +3% | +$416K | 2.09% | 12 |
|
|
2024
Q3 | $13.5M | Buy |
64,003
+1,077
| +2% | +$227K | 1.8% | 13 |
|
|
2024
Q2 | $12.7M | Buy |
62,926
+1,353
| +2% | +$265K | 1.83% | 12 |
|
|
2024
Q1 | $12.3M | Buy |
61,573
+2,142
| +4% | +$387K | 1.79% | 14 |
|
|
2023
Q4 | $10.1M | Buy |
59,431
+1,982
| +3% | +$300K | 1.61% | 14 |
|
|
2023
Q3 | $8.33M | Buy |
57,449
+1,168
| +2% | +$175K | 1.49% | 13 |
|
|
2023
Q2 | $8.19M | Buy |
56,281
+1,802
| +3% | +$248K | 1.39% | 13 |
|
|
2023
Q1 | $7.1M | Buy |
54,479
+1,069
| +2% | +$146K | 1.29% | 17 |
|
|
2022
Q4 | $7.16M | Sell |
53,410
-816
| -2% | -$103K | 1.38% | 14 |
|
|
2022
Q3 | $5.67M | Sell |
54,226
-4,097
| -7% | -$470K | 1.22% | 18 |
|
|
2022
Q2 | $6.57M | Buy |
58,323
+2,100
| +4% | +$260K | 1.21% | 19 |
|
|
2022
Q1 | $7.66M | Buy |
56,223
+1,225
| +2% | +$181K | 1.22% | 19 |
|
|
2021
Q4 | $8.71M | Buy |
54,998
+715
| +1% | +$117K | 1.35% | 17 |
|
|
2021
Q3 | $8.89M | Buy |
54,283
+1,076
| +2% | +$169K | 1.52% | 16 |
|
|
2021
Q2 | $8.28M | Buy |
53,207
+17
| +0% | +$2.67K | 1.45% | 18 |
|
|
2021
Q1 | $8.1M | Buy |
53,190
+631
| +1% | +$90.8K | 1.52% | 17 |
|
|
2020
Q4 | $6.68M | Buy |
52,559
+1,819
| +4% | +$203K | 1.44% | 18 |
|
|
2020
Q3 | $4.88M | Buy |
50,740
+1,042
| +2% | +$102K | 1.27% | 18 |
|
|
2020
Q2 | $4.67M | Buy |
49,698
+2,666
| +6% | +$253K | 1.42% | 17 |
|
|
2020
Q1 | $4.23M | Buy |
47,032
+2,565
| +6% | +$312K | 1.69% | 13 |
|
|
2019
Q4 | $6.2M | Buy |
44,467
+722
| +2% | +$92.6K | 2.1% | 9 |
|
|
2019
Q3 | $5.15M | Buy |
43,745
+547
| +1% | +$61.9K | 1.95% | 9 |
|
|
2019
Q2 | $4.83M | Buy |
43,198
+1,482
| +4% | +$163K | 1.88% | 12 |
|
|
2019
Q1 | $4.22M | Buy |
41,716
+255
| +0.6% | +$26.3K | 1.77% | 11 |
|
|
2018
Q4 | $4.05M | Sell |
41,461
-1,798
| -4% | -$192K | 1.8% | 9 |
|
|
2018
Q3 | $4.88M | Sell |
43,259
-168
| -0.4% | -$19.1K | 1.8% | 7 |
|
|
2018
Q2 | $4.53M | Buy |
43,427
+806
| +2% | +$88.4K | 1.76% | 7 |
|
|
2018
Q1 | $4.69M | Sell |
42,621
-726
| -2% | -$82.2K | 1.98% | 7 |
|
|
2017
Q4 | $4.63M | Buy |
43,347
+281
| +0.7% | +$28.5K | 1.93% | 5 |
|
|
2017
Q3 | $4.11M | Buy |
43,066
+479
| +1% | +$44.2K | 1.86% | 5 |
|
|
2017
Q2 | $3.89M | Buy |
42,587
+324
| +0.8% | +$28K | 1.81% | 4 |
|
|
2017
Q1 | $3.71M | Sell |
42,263
-555
| -1% | -$49K | 1.8% | 4 |
|
|
2016
Q4 | $3.69M | Buy |
42,818
+690
| +2% | +$52.6K | 1.87% | 6 |
|
|
2016
Q3 | $2.81M | Buy |
42,128
+1,635
| +4% | +$107K | 1.55% | 14 |
|
|
2016
Q2 | $2.52M | Buy |
40,493
+2,788
| +7% | +$174K | 1.44% | 17 |
|
|
2016
Q1 | $2.23M | Buy |
37,705
+4,516
| +14% | +$264K | 1.33% | 18 |
|
|
2015
Q4 | $2.19M | Buy |
33,189
+1,437
| +5% | +$93.6K | 1.39% | 17 |
|
|
2015
Q3 | $1.94M | Buy |
31,752
+2,286
| +8% | +$150K | 1.33% | 21 |
|
|
2015
Q2 | $2M | Sell |
29,466
-767
| -3% | -$50.1K | 1.27% | 19 |
|
|
2015
Q1 | $1.83M | Buy |
+30,233
| New | +$1.79M | 1.13% | 24 |
|
Other funds holding JPM
VCM
VPM
River Wealth Advisors's JPM Position: Q1 2026 in Review
River Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.19% in Q1 2026, buying an estimated $40.1K and bringing the position to 69,124 shares worth $20.3M. The position accounts for 2.34% of the portfolio, ranked #12.
River Wealth Advisors first reported a position in JPM in Q1 2015 and has held it in 45 quarters since. The position peaked at $22.2M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- River Wealth Advisors held 69,124 shares of JPMorgan Chase worth $20.3M as of Q1 2026.
- River Wealth Advisors bought 132 JPMorgan Chase shares in Q1 2026, an estimated $40.1K.
- JPMorgan Chase made up 2.34% of River Wealth Advisors's portfolio in Q1 2026, its #12 holding.
- River Wealth Advisors first reported a position in JPMorgan Chase in Q1 2015 and has held it in 45 quarters since.
- River Wealth Advisors's JPMorgan Chase position peaked at $22.2M in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.