ARC
JPM icon

Advisor Resource Council’s JPMorgan Chase JPM Stock Holding History

Advisor Resource Council’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
Q1 		$5.21M Sell
17,714
-879
-5% -$267K 1.69% 5
2025
Q4 		$5.73M Buy
+18,593
New +$5.76M 2.04% 4
2025
Q3 		– Sell
-4,280
Closed -$1.24M – 112
2025
Q2 		$1.24M Sell
4,280
-30,823
-88% -$7.87M 0.48% 37
2025
Q1 		$7.6M Buy
+35,103
New +$8.95M 0.61% 32
2024
Q4 		– Sell
-21,000
Closed -$4.43M – 176
2024
Q3 		$4.43M Buy
+21,000
New +$4.42M 2% 7
2024
Q2 		– Sell
-21,571
Closed -$3.67M – 141
2024
Q1 		$3.67M Sell
21,571
-6,401
-23% -$1.16M 1.55% 11
2023
Q4 		$4.76M Buy
27,972
+21,710
+347% +$3.29M 0.55% 44
2023
Q3 		$908K Buy
6,262
+742
+13% +$111K 0.47% 35
2023
Q2 		$803K Sell
5,520
-23,474
-81% -$3.23M 0.36% 49
2023
Q1 		$3.73M Buy
28,994
+23,905
+470% +$3.28M 0.94% 20
2022
Q4 		$682K Buy
5,089
+464
+10% +$58.8K 0.33% 62
2022
Q3 		$484K Sell
4,625
-16,702
-78% -$1.92M 0.33% 82
2022
Q2 		$2.4M Buy
21,327
+9,341
+78% +$1.16M 0.22% 95
2022
Q1 		$1.63M Sell
11,986
-16,425
-58% -$2.42M 0.49% 57
2021
Q4 		$4.5M Buy
28,411
+15,922
+127% +$2.61M 0.35% 54
2021
Q3 		$2.04M Sell
12,489
-8,376
-40% -$1.31M 0.62% 41
2021
Q2 		$3.25M Buy
+20,865
New +$3.28M 0.34% 63

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisor Resource Council's JPM Position: Q1 2026 in Review

Advisor Resource Council reduced its JPMorgan Chase (JPM) stake by 4.7% in Q1 2026, selling an estimated $267K and leaving 17,714 shares worth $5.21M. The position accounts for 1.69% of the portfolio, ranked #5.

Advisor Resource Council first reported a position in JPM in Q2 2021 and has held it in 17 quarters since. The position peaked at $7.6M in Q1 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Advisor Resource Council held 17,714 shares of JPMorgan Chase worth $5.21M as of Q1 2026.
  • Advisor Resource Council sold 879 JPMorgan Chase shares in Q1 2026, an estimated $267K.
  • JPMorgan Chase made up 1.69% of Advisor Resource Council's portfolio in Q1 2026, its #5 holding.
  • Advisor Resource Council first reported a position in JPMorgan Chase in Q2 2021 and has held it in 17 quarters since.
  • Advisor Resource Council's JPMorgan Chase position peaked at $7.6M in Q1 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.