Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- Latest filing
- Jul 28, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Richard C. Young & CO., LTD., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 70,788
- Value
- $23.2M
- % of portfolio
- 1.7%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 70,788 | $23.2M | 1.7% | +120.0% | Added | Holders |
| Q1 2026 | 70,776 | $20.8M | 1.7% | +419+0.6% | Added | Holders |
| Q4 2025 | 70,357 | $22.7M | 2.0% | −85−0.1% | Reduced | Holders |
| Q3 2025 | 70,442 | $22.2M | 2.1% | −1,048−1.5% | Reduced | Holders |
| Q2 2025 | 71,490 | $20.7M | 2.0% | +191+0.3% | Added | Holders |
| Q1 2025 | 71,299 | $17.5M | 1.9% | +49+0.1% | Added | Holders |
| Q4 2024 | 71,250 | $17.1M | 1.9% | +18,901+36.1% | Added | Holders |
| Q3 2024 | 52,349 | $11.0M | 1.2% | +1,960+3.9% | Added | Holders |
| Q2 2024 | 50,389 | $10.2M | 1.2% | +2,463+5.1% | Added | Holders |
| Q1 2024 | 47,926 | $9.60M | 1.2% | +47,926 | New | Holders |