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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

RVW Wealth's JPM Position: Q2 2026 in Review

RVW Wealth reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $22.7K and leaving 3,365 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #74.

RVW Wealth first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.5M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

RVW Wealth held 3,365 shares of JPMorgan Chase worth $1.1M as of Q2 2026.
RVW Wealth sold 73 JPMorgan Chase shares in Q2 2026, an estimated $22.7K.
JPMorgan Chase made up 0.07% of RVW Wealth's portfolio in Q2 2026, its #74 holding.
RVW Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
RVW Wealth's JPMorgan Chase position peaked at $1.5M in Q4 2025.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.