SEC 13F Intelligence

Rice Partnership, LLC / JPM

Rice Partnership, LLC’s Jpmorgan Chase & Co Position

Does Rice Partnership, LLC own Jpmorgan Chase & Co (JPM)? Yes — 81.4K shares worth $24M (+3.27% of its 13F portfolio) as of Q1 2026, down from 99.5K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
81.4K
% of Portfolio
+3.27%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $9MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $10MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ3 ’21: $14MQ4 ’21: $14MQ4 ’21Q1 ’22: $12MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $12MQ3 ’23: $12MQ4 ’23: $14MQ4 ’23Q1 ’24: $17MQ2 ’24: $18MQ3 ’24: $19MQ4 ’24: $23MQ4 ’24Q1 ’25: $24MQ2 ’25: $31MQ3 ’25: $34MQ4 ’25: $32MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202681.4K$24M+3.27%
Q4 202599.5K$32M+4.34%
Q3 2025109.2K$34M+4.89%
Q2 2025107.9K$31M+5.44%
Q1 202597.3K$24M+4.90%
Q4 202494.0K$23M+4.29%
Q3 202491.5K$19M+3.88%
Q2 202489.1K$18M+3.92%
Q1 202485.5K$17M+4.04%
Q4 202383.3K$14M+3.70%
Q3 202382.2K$12M+3.38%
Q2 202381.7K$12M+3.26%
Q1 202381.4K$11M+3.18%
Q4 202282.9K$11M+3.51%
Q3 202287.2K$9M+2.92%
Q2 202278.4K$9M+3.10%
Q1 202286.8K$12M+3.41%
Q4 202185.3K$14M+3.84%
Q3 202184.0K$14M+4.35%
Q2 202184.6K$13M+4.15%
Q1 202184.5K$13M+4.56%
Q4 202081.0K$10M+3.85%
Q3 202079.1K$8M+3.30%
Q2 202075.1K$7M+3.62%
Q1 202068.9K$6M+4.16%
Q4 201966.4K$9M+5.04%
Q3 201963.1K$7M+4.65%
Q2 201960.4K$7M+4.55%
Q1 201959.2K$6M+4.34%
Q4 201858.0K$6M+5.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rice Partnership, LLC’s full portfolio or all institutional holders of JPM.