Richwood Investment Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1911900 Cincinnati, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$851,385

+$86,275 QoQ

Shares Held

2,601

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#3,818

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Richwood Investment Advisors, LLC holds $2,689,499 across 3 Banks - Diversified names. JPM ranks #3 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	11,864	$980,440
2	C	Citigroup Inc	6,128	$857,674
3	JPM	Jpmorgan Chase & Co This page	2,601	$851,385

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$851,385	2,601	0.0%	Shares	Sole	2026-07-29
2026-03-31	$765,110	2,601	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$842,927	2,616	+9.6%	Shares	Sole	2026-02-12
2025-09-30	$752,615	2,386	+4.4%	Shares	Sole	2025-10-16
2025-06-30	$662,734	2,286	-2.1%	Shares	Sole	2025-07-23
2025-03-31	$573,020	2,336	+5.6%	Shares	Sole	2025-05-15
2024-12-31	$530,478	2,213	+6.2%	Shares	Sole	2025-02-11
2024-09-30	$439,221	2,083	-5.7%	Shares	Sole	2024-10-15
2024-06-30	$446,590	2,208	+1.8%	Shares	Sole	2024-07-26
2024-03-31	$434,250	2,168	-4.4%	Shares	Sole	2024-05-13
2023-12-31	$385,786	2,268	+9.9%	Shares	Sole	2024-02-09
2023-09-30	$299,176	2,063	-7.6%	Shares	Sole	2023-10-30
2023-06-30	$324,767	2,233	-21.8%	Shares	Sole	2023-07-21
2023-03-31	$372,035	2,855	0.0%	Shares	Sole	2023-04-19
2022-12-31	$382,855	2,855	-4.6%	Shares	Sole	2023-02-08
2022-09-30	$312,768	2,993	0.0%	Shares	Sole	2022-10-27
2022-06-30	$337,041	2,993	+8.9%	Shares	Sole	2022-07-22
2022-03-31	$374,607	2,748	+62.5%	Shares	Sole	2022-04-28
2021-12-31	$267,769	1,691	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.