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Riverstone Advisors’s JPMorgan Chase JPM Stock Holding History

Riverstone 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 		$1.01M Buy
3,100
+366
+13% +$114K 0.42% 28
2026
Q1 		$804K Buy
2,734
+244
+10% +$74K 0.4% 29
2025
Q4 		$802K Buy
2,490
+437
+21% +$135K 0.38% 26
2025
Q3 		$648K Buy
2,053
+72
+4% +$21.4K 0.32% 28
2025
Q2 		$574K Buy
1,981
+102
+5% +$26K 0.31% 29
2025
Q1 		$461K Sell
1,879
-11
-0.6% -$2.8K 0.28% 30
2024
Q4 		$453K Buy
1,890
+2
+0.1% +$466 0.26% 32
2024
Q3 		$398K Buy
1,888
+3
+0.2% +$632 0.23% 33
2024
Q2 		$381K Buy
1,885
+3
+0.2% +$587 0.23% 31
2024
Q1 		$377K Buy
1,882
+3
+0.2% +$541 0.22% 32
2023
Q4 		$320K Buy
1,879
+300
+19% +$45.5K 0.21% 34
2023
Q3 		$229K Sell
1,579
-213
-12% -$31.9K 0.16% 35
2023
Q2 		$261K Buy
+1,792
New +$246K 0.16% 43

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Riverstone Advisors's JPM Position: Q2 2026 in Review

Riverstone Advisors increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $114K and bringing the position to 3,100 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #28.

Riverstone Advisors first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Riverstone Advisors held 3,100 shares of JPMorgan Chase worth $1.01M as of Q2 2026.
  • Riverstone Advisors bought 366 JPMorgan Chase shares in Q2 2026, an estimated $114K.
  • JPMorgan Chase made up 0.42% of Riverstone Advisors's portfolio in Q2 2026, its #28 holding.
  • Riverstone Advisors first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Riverstone Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.