RP
JPM icon

Riverwater Partners’s JPMorgan Chase JPM Stock Holding History

Riverwater Partners’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 		$652K Buy
2,217
+27
+1% +$8.19K 0.22% 115
2025
Q4 		$706K Buy
2,190
+12
+0.6% +$3.71K 0.27% 100
2025
Q3 		$687K Sell
2,178
-24
-1% -$7.14K 0.29% 99
2025
Q2 		$638K Buy
2,202
+239
+12% +$61K 0.3% 94
2025
Q1 		$482K Buy
1,963
+288
+17% +$73.4K 0.25% 104
2024
Q4 		$402K Buy
1,675
+9
+0.5% +$2.1K 0.2% 123
2024
Q3 		$345K Sell
1,666
-28
-2% -$5.9K 0.17% 148
2024
Q2 		$343K Buy
1,694
+332
+24% +$64.9K 0.25% 123
2024
Q1 		$273K Buy
+1,362
New +$246K 0.2% 159
2023
Q1 		– Sell
-3,147
Closed -$422K – 203
2022
Q4 		$422K Buy
3,147
+47
+2% +$5.96K 0.36% 86
2022
Q3 		$324K Buy
3,100
+6
+0.2% +$689 0.32% 101
2022
Q2 		$348K Buy
+3,094
New +$383K 0.35% 97
2022
Q1 		– Sell
-5,661
Closed -$896K – 156
2021
Q4 		$896K Buy
+5,661
New +$930K 0.8% 32

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

Riverwater Partners's JPM Position: Q1 2026 in Review

Riverwater Partners increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $8.19K and bringing the position to 2,217 shares worth $652K. The position accounts for 0.22% of the portfolio, ranked #115.

Riverwater Partners first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. The position peaked at $896K in Q4 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Riverwater Partners held 2,217 shares of JPMorgan Chase worth $652K as of Q1 2026.
  • Riverwater Partners bought 27 JPMorgan Chase shares in Q1 2026, an estimated $8.19K.
  • JPMorgan Chase made up 0.22% of Riverwater Partners's portfolio in Q1 2026, its #115 holding.
  • Riverwater Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
  • Riverwater Partners's JPMorgan Chase position peaked at $896K in Q4 2021.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.