RVW Wealth
JPM icon

RVW Wealth’s JPMorgan Chase JPM Stock Holding History

RVW Wealth’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
Q3 		$1.12M Buy
3,383
+18
+0.5% +$6.3K 0.07% 76
2026
Q2 		$1.1M Sell
3,365
-73
-2% -$22.7K 0.07% 74
2026
Q1 		$1.01M Sell
3,438
-1,230
-26% -$373K 0.08% 73
2025
Q4 		$1.5M Buy
4,668
+5
+0.1% +$1.55K 0.11% 62
2025
Q3 		$1.47M Sell
4,663
-52
-1% -$15.5K 0.11% 61
2025
Q2 		$1.37M Buy
4,715
+727
+18% +$186K 0.12% 61
2025
Q1 		$978K Buy
3,988
+2,523
+172% +$643K 0.09% 67
2024
Q4 		$351K Sell
1,465
-296
-17% -$68.9K 0.03% 112
2024
Q3 		$371K Buy
1,761
+479
+37% +$101K 0.03% 109
2024
Q2 		$259K Buy
+1,282
New +$251K 0.03% 126
2023
Q4 		– Sell
-868
Closed -$126K – 254
2023
Q3 		$126K Buy
+868
New +$130K 0.02% 160
2023
Q1 		– Sell
-2,145
Closed -$288K – 165
2022
Q4 		$288K Buy
+2,145
New +$272K 0.04% 124
2022
Q2 		– Sell
-1,694
Closed -$231K – 137
2022
Q1 		$231K Buy
1,694
+130
+8% +$19.2K 0.03% 122
2021
Q4 		$248K Buy
+1,564
New +$257K 0.03% 117

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

RVW Wealth's JPM Position: Q3 2026 in Review

RVW Wealth increased its JPMorgan Chase (JPM) stake by 0.53% in Q3 2026, buying an estimated $6.3K and bringing the position to 3,383 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #76.

RVW Wealth first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.5M in Q4 2025. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • RVW Wealth held 3,383 shares of JPMorgan Chase worth $1.12M as of Q3 2026.
  • RVW Wealth bought 18 JPMorgan Chase shares in Q3 2026, an estimated $6.3K.
  • JPMorgan Chase made up 0.07% of RVW Wealth's portfolio in Q3 2026, its #76 holding.
  • RVW Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
  • RVW Wealth's JPMorgan Chase position peaked at $1.5M in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.