RCA
JPM icon

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
Q2 		$892K Buy
2,725
+28
+1% +$8.7K 0.26% 46
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 $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

Riverview Capital Advisers's JPM Position: Q2 2026 in Review

Riverview Capital Advisers increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $8.7K and bringing the position to 2,725 shares worth $892K. The position accounts for 0.26% of the portfolio, ranked #46.

Riverview Capital Advisers first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Riverview Capital Advisers held 2,725 shares of JPMorgan Chase worth $892K as of Q2 2026.
  • Riverview Capital Advisers bought 28 JPMorgan Chase shares in Q2 2026, an estimated $8.7K.
  • JPMorgan Chase made up 0.26% of Riverview Capital Advisers's portfolio in Q2 2026, its #46 holding.
  • Riverview Capital Advisers first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Riverview Capital Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.