RiverFront Investment Group’s JPMorgan Chase JPM Stock Holding History

RiverFront Investment Group’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 Q1	$56.2M	Sell	190,896 -73,573	-28%	-$22.3M	0.87%	37
2025 Q4	$85.2M	Buy	264,469 +27,930	+12%	+$8.65M	1.41%	26
2025 Q3	$74.6M	Buy	236,539 +13,002	+6%	+$3.87M	1.31%	25
2025 Q2	$64.8M	Buy	223,537 +58,354	+35%	+$14.9M	1.27%	27
2025 Q1	$40.5M	Buy	165,183 +11,672	+8%	+$2.98M	0.9%	37
2024 Q4	$36.8M	Buy	153,511 +9,597	+7%	+$2.24M	0.84%	37
2024 Q3	$30.3M	Buy	143,914 +19,401	+16%	+$4.09M	0.71%	38
2024 Q2	$25.2M	Buy	124,513 +63,571	+104%	+$12.4M	0.67%	37
2024 Q1	$12.2M	Buy	60,942 +6,509	+12%	+$1.17M	0.34%	52
2023 Q4	$9.26M	Buy	54,433 +3,785	+7%	+$574K	0.29%	54
2023 Q3	$7.35M	Buy	50,648 +4,688	+10%	+$703K	0.26%	56
2023 Q2	$6.68M	Buy	45,960 +44,115	+2,391%	+$6.07M	0.22%	55
2023 Q1	$240K	Hold	1,845	–	–	0.01%	99
2022 Q4	$247K	Buy	+1,845	New	+$234K	0.06%	97
2022 Q2	–	Sell	-1,500	Closed	-$204K	–	105
2022 Q1	$204K	Hold	1,500	–	–	0.01%	98
2021 Q4	$238K	Hold	1,500	–	–	0.01%	92
2021 Q3	$246K	Hold	1,500	–	–	0.01%	79
2021 Q2	$233K	Buy	+1,500	New	+$236K	﹤0.01%	133

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

RiverFront Investment Group's JPM Position: Q1 2026 in Review

RiverFront Investment Group reduced its JPMorgan Chase (JPM) stake by 28% in Q1 2026, selling an estimated $22.3M and leaving 190,896 shares worth $56.2M. The position accounts for 0.87% of the portfolio, ranked #37.

RiverFront Investment Group first reported a position in JPM in Q2 2021 and has held it in 18 quarters since. The position peaked at $85.2M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

RiverFront Investment Group held 190,896 shares of JPMorgan Chase worth $56.2M as of Q1 2026.
RiverFront Investment Group sold 73,573 JPMorgan Chase shares in Q1 2026, an estimated $22.3M.
JPMorgan Chase made up 0.87% of RiverFront Investment Group's portfolio in Q1 2026, its #37 holding.
RiverFront Investment Group first reported a position in JPMorgan Chase in Q2 2021 and has held it in 18 quarters since.
RiverFront Investment Group's JPMorgan Chase position peaked at $85.2M in Q4 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.