Riversedge Advisors
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Riversedge Advisors’s JPMorgan Chase JPM Stock Holding History

Riversedge 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
Q3 		$1.7M Buy
5,135
+214
+4% +$74.8K 0.21% 51
2026
Q2 		$1.61M Buy
4,921
+1,584
+47% +$492K 0.21% 47
2026
Q1 		$982K Sell
3,337
-446
-12% -$135K 0.16% 58
2025
Q4 		$1.22M Sell
3,783
-337
-8% -$104K 0.2% 44
2025
Q3 		$1.3M Buy
4,120
+970
+31% +$288K 0.22% 44
2025
Q2 		$913K Buy
3,150
+239
+8% +$61K 0.18% 47
2025
Q1 		$714K Buy
2,911
+326
+13% +$83.1K 0.16% 53
2024
Q4 		$620K Buy
2,585
+183
+8% +$42.6K 0.14% 56
2024
Q3 		$507K Buy
2,402
+206
+9% +$43.4K 0.11% 54
2024
Q2 		$444K Buy
2,196
+144
+7% +$28.2K 0.11% 55
2024
Q1 		$411K Buy
2,052
+70
+4% +$12.6K 0.1% 54
2023
Q4 		$337K Buy
1,982
+282
+17% +$42.7K 0.09% 59
2023
Q3 		$247K Buy
1,700
+225
+15% +$33.7K 0.07% 66
2023
Q2 		$215K Buy
+1,475
New +$203K 0.06% 69
2022
Q4 		– Sell
-2,474
Closed -$259K – 74
2022
Q3 		$259K Sell
2,474
-1,369
-36% -$157K 0.09% 64
2022
Q2 		$433K Sell
3,843
-100
-3% -$12.4K 0.16% 49
2022
Q1 		$538K Buy
3,943
+65
+2% +$9.6K 0.18% 46
2021
Q4 		$614K Buy
3,878
+478
+14% +$78.5K 0.19% 42
2021
Q3 		$556K Buy
3,400
+690
+25% +$108K 0.19% 39
2021
Q2 		$422K Buy
+2,710
New +$426K 0.15% 34

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Riversedge Advisors's JPM Position: Q3 2026 in Review

Riversedge Advisors increased its JPMorgan Chase (JPM) stake by 4.3% in Q3 2026, buying an estimated $74.8K and bringing the position to 5,135 shares worth $1.7M. The position accounts for 0.21% of the portfolio, ranked #51.

Riversedge Advisors first reported a position in JPM in Q2 2021 and has held it in 20 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Riversedge Advisors held 5,135 shares of JPMorgan Chase worth $1.7M as of Q3 2026.
  • Riversedge Advisors bought 214 JPMorgan Chase shares in Q3 2026, an estimated $74.8K.
  • JPMorgan Chase made up 0.21% of Riversedge Advisors's portfolio in Q3 2026, its #51 holding.
  • Riversedge Advisors first reported a position in JPMorgan Chase in Q2 2021 and has held it in 20 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.