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Riverview Capital Advisers’s JPMorgan Chase JPM Stock Holding History

Riverview Capital Advisers’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
Q1 		$793K Sell
2,697
-2
-0.1% -$607 0.26% 47
2025
Q4 		$870K Buy
2,699
+5
+0.2% +$1.55K 0.26% 52
2025
Q3 		$850K Buy
2,694
+20
+0.7% +$5.95K 0.25% 55
2025
Q2 		$775K Hold
2,674
– – 0.22% 63
2025
Q1 		$656K Buy
2,674
+603
+29% +$154K 0.21% 62
2024
Q4 		$496K Hold
2,071
– – 0.15% 68
2024
Q3 		$437K Hold
2,071
– – 0.13% 65
2024
Q2 		$419K Sell
2,071
-66
-3% -$12.9K 0.14% 67
2024
Q1 		$428K Buy
2,137
+32
+2% +$5.77K 0.15% 65
2023
Q4 		$358K Buy
2,105
+451
+27% +$68.3K 0.14% 66
2023
Q3 		$240K Hold
1,654
– – 0.11% 75
2023
Q2 		$241K Buy
1,654
+66
+4% +$9.08K 0.11% 74
2023
Q1 		$207K Hold
1,588
– – 0.09% 78
2022
Q4 		$213K Buy
+1,588
New +$201K 0.11% 70
2022
Q2 		– Sell
-1,213
Closed -$165K – 91
2022
Q1 		$165K Buy
1,213
+79
+7% +$11.7K 0.08% 86
2021
Q4 		$180K Buy
+1,134
New +$186K 0.08% 88

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Riverview Capital Advisers's JPM Position: Q1 2026 in Review

Riverview Capital Advisers reduced its JPMorgan Chase (JPM) stake by 0.07% in Q1 2026, selling an estimated $607 and leaving 2,697 shares worth $793K. The position accounts for 0.26% of the portfolio, ranked #47.

Riverview Capital Advisers first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. The position peaked at $870K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Riverview Capital Advisers held 2,697 shares of JPMorgan Chase worth $793K as of Q1 2026.
  • Riverview Capital Advisers sold 2 JPMorgan Chase shares in Q1 2026, an estimated $607.
  • JPMorgan Chase made up 0.26% of Riverview Capital Advisers's portfolio in Q1 2026, its #47 holding.
  • Riverview Capital Advisers first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • Riverview Capital Advisers's JPMorgan Chase position peaked at $870K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.