Richardson Capital Management LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1621646
MENOMONEE FALLS, WI
Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$426,183
+$40,834 QoQ
Shares Held
1,302
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#4,414
of 5,058 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Richardson Capital Management LLC holds $494,136 across 4 Banks - Diversified names. JPM ranks #1 (86.2% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,183 | 1,302 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $385,349 | 1,310 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $408,897 | 1,269 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $397,757 | 1,261 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $365,576 | 1,261 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $310,549 | 1,266 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $46,024 | 192 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $40,485 | 192 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $38,833 | 192 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $34,051 | 170 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||