RiverTree Advisors’s JPMorgan Chase JPM Stock Holding History

RiverTree 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	$265K	Hold	800	–	–	0.16%	63
2026 Q2	$262K	Hold	800	–	–	0.15%	60
2026 Q1	$235K	Hold	800	–	–	0.15%	59
2025 Q4	$258K	Hold	800	–	–	0.16%	57
2025 Q3	$252K	Hold	800	–	–	0.16%	52
2025 Q2	$232K	Buy	+800	New	+$204K	0.16%	52

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

RiverTree Advisors's JPM Position: Q3 2026 in Review

RiverTree Advisors held its JPMorgan Chase (JPM) position steady in Q3 2026 at 800 shares worth $265K. The position accounts for 0.16% of the portfolio, ranked #63.

RiverTree Advisors first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

RiverTree Advisors held 800 shares of JPMorgan Chase worth $265K as of Q3 2026.
RiverTree Advisors left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 0.16% of RiverTree Advisors's portfolio in Q3 2026, its #63 holding.
RiverTree Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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