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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
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

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

Riversedge Advisors's JPM Position: Q2 2026 in Review

Riversedge Advisors increased its JPMorgan Chase (JPM) stake by 47% in Q2 2026, buying an estimated $492K and bringing the position to 4,921 shares worth $1.61M. The position accounts for 0.21% of the portfolio, ranked #47.

Riversedge Advisors first reported a position in JPM in Q2 2021 and has held it in 19 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Riversedge Advisors held 4,921 shares of JPMorgan Chase worth $1.61M as of Q2 2026.
  • Riversedge Advisors bought 1,584 JPMorgan Chase shares in Q2 2026, an estimated $492K.
  • JPMorgan Chase made up 0.21% of Riversedge Advisors's portfolio in Q2 2026, its #47 holding.
  • Riversedge Advisors first reported a position in JPMorgan Chase in Q2 2021 and has held it in 19 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.