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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RiverTree Advisors's JPM Position: Q2 2026 in Review

RiverTree Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 800 shares worth $262K. The position accounts for 0.15% of the portfolio, ranked #60.

RiverTree Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

RiverTree Advisors held 800 shares of JPMorgan Chase worth $262K as of Q2 2026.
RiverTree Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.15% of RiverTree Advisors's portfolio in Q2 2026, its #60 holding.
RiverTree Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.