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Riverview Trust Company’s JPMorgan Chase JPM Stock Holding History

Riverview Trust Company’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 		$1.16M Hold
3,936
– – 1.43% 12
2025
Q4 		$1.27M Hold
3,936
– – 1.53% 11
2025
Q3 		$1.24M Hold
3,936
– – 1.5% 11
2025
Q2 		$1.14M Sell
3,936
-3,922
-50% -$1M 1.42% 11
2025
Q1 		$1.93M Sell
7,858
-1,381
-15% -$352K 1.9% 7
2024
Q4 		$2.21M Sell
9,239
-21
-0.2% -$4.89K 2.01% 8
2024
Q3 		$1.95M Sell
9,260
-112
-1% -$23.6K 1.71% 8
2024
Q2 		$1.9M Sell
9,372
-6,755
-42% -$1.32M 1.8% 9
2024
Q1 		$3.23M Buy
16,127
+120
+0.7% +$21.7K 2.49% 9
2023
Q4 		$2.72M Sell
16,007
-308
-2% -$46.7K 2.77% 9
2023
Q3 		$2.37M Hold
16,315
– – 2.1% 10
2023
Q2 		$2.37M Sell
16,315
-1,967
-11% -$271K 2.15% 8
2023
Q1 		$2.38M Sell
18,282
-18
-0.1% -$2.47K 2.19% 8
2022
Q4 		$2.45M Sell
18,300
-990
-5% -$125K 2.32% 8
2022
Q3 		$2.02M Buy
19,290
+1,376
+8% +$158K 1.95% 10
2022
Q2 		$2.02M Buy
17,914
+1,496
+9% +$185K 1.76% 10
2022
Q1 		$2.24M Buy
16,418
+1,834
+13% +$271K 1.66% 9
2021
Q4 		$2.31K Sell
14,584
-826
-5% -$136K 1.35% 10
2021
Q3 		$2.52M Hold
15,410
– – 2.67% 6
2021
Q2 		$2.4M Sell
15,410
-135
-0.9% -$21.2K 2.53% 7
2021
Q1 		$2.37M Sell
15,545
-301
-2% -$43.3K 2.64% 7
2020
Q4 		$2.01M Sell
15,846
-187
-1% -$20.9K 2.23% 10
2020
Q3 		$1.54M Hold
16,033
– – 1.77% 13
2020
Q2 		$1.51M Hold
16,033
– – 1.46% 14
2020
Q1 		$1.44M Buy
16,033
+94
+0.6% +$11.4K 1.39% 14
2019
Q4 		$2.22M Sell
15,939
-549
-3% -$70.4K 1.5% 14
2019
Q3 		$1.94M Sell
16,488
-24
-0.1% -$2.71K 1.35% 14
2019
Q2 		$1.85M Sell
16,512
-95
-0.6% -$10.5K 1.3% 15
2019
Q1 		$1.68M Hold
16,607
– – 1.27% 14
2018
Q4 		$1.62M Buy
+16,607
New +$1.77M 1.27% 13

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 Trust Company's JPM Position: Q1 2026 in Review

Riverview Trust Company held its JPMorgan Chase (JPM) position steady in Q1 2026 at 3,936 shares worth $1.16M. The position accounts for 1.43% of the portfolio, ranked #12.

Riverview Trust Company first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.23M in Q1 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Riverview Trust Company held 3,936 shares of JPMorgan Chase worth $1.16M as of Q1 2026.
  • Riverview Trust Company left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 1.43% of Riverview Trust Company's portfolio in Q1 2026, its #12 holding.
  • Riverview Trust Company first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Riverview Trust Company's JPMorgan Chase position peaked at $3.23M in Q1 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.