Arax Advisory Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.9M | Sell |
50,664
-2,707
| -5% | -$822K | 0.42% | 55 |
|
|
2025
Q4 | $17.2M | Sell |
53,371
-9,107
| -15% | -$2.82M | 0.5% | 53 |
|
|
2025
Q3 | $19.7M | Buy |
62,478
+30,528
| +96% | +$9.08M | 0.28% | 47 |
|
|
2025
Q2 | $9.26M | Buy |
31,950
+13,821
| +76% | +$3.53M | 0.43% | 52 |
|
|
2025
Q1 | $4.45M | Sell |
18,129
-1,029
| -5% | -$262K | 0.29% | 64 |
|
|
2024
Q4 | $4.59M | Buy |
19,158
+9,559
| +100% | +$2.23M | 0.29% | 57 |
|
|
2024
Q3 | $2.02M | Sell |
9,599
-108
| -1% | -$22.7K | 0.18% | 70 |
|
|
2024
Q2 | $1.96M | Buy |
9,707
+2,688
| +38% | +$526K | 0.19% | 71 |
|
|
2024
Q1 | $1.41M | Sell |
7,019
-133
| -2% | -$24K | 0.15% | 81 |
|
|
2023
Q4 | $1.22M | Sell |
7,152
-52
| -0.7% | -$7.88K | 0.14% | 88 |
|
|
2023
Q3 | $1.04M | Sell |
7,204
-234
| -3% | -$35.1K | 0.13% | 90 |
|
|
2023
Q2 | $1.08M | Buy |
7,438
+420
| +6% | +$57.8K | 0.14% | 78 |
|
|
2023
Q1 | $915K | Sell |
7,018
-177
| -2% | -$24.3K | 0.12% | 83 |
|
|
2022
Q4 | $965K | Buy |
7,195
+28
| +0.4% | +$3.55K | 0.13% | 78 |
|
|
2022
Q3 | $749K | Buy |
7,167
+166
| +2% | +$19.1K | 0.12% | 78 |
|
|
2022
Q2 | $788K | Buy |
7,001
+667
| +11% | +$82.6K | 0.12% | 82 |
|
|
2022
Q1 | $863K | Buy |
6,334
+243
| +4% | +$35.9K | 0.12% | 80 |
|
|
2021
Q4 | $964K | Buy |
6,091
+620
| +11% | +$102K | 0.12% | 75 |
|
|
2021
Q3 | $896K | Sell |
5,471
-178
| -3% | -$27.9K | 0.12% | 75 |
|
|
2021
Q2 | $879K | Buy |
+5,649
| New | +$887K | 0.12% | 78 |
|
|
2020
Q4 | $655K | Buy |
5,156
+101
| +2% | +$11.3K | 0.1% | 74 |
|
|
2020
Q3 | $487K | Buy |
5,055
+176
| +4% | +$17.3K | 0.08% | 87 |
|
|
2020
Q2 | $459K | Sell |
4,879
-507
| -9% | -$48.1K | 0.08% | 85 |
|
|
2020
Q1 | $485K | Buy |
5,386
+372
| +7% | +$45.2K | 0.11% | 76 |
|
|
2019
Q4 | $699K | Sell |
5,014
-326
| -6% | -$41.8K | 0.2% | 59 |
|
|
2019
Q3 | $628K | Sell |
5,340
-80
| -1% | -$9.05K | 0.19% | 58 |
|
|
2019
Q2 | $606K | Buy |
+5,420
| New | +$598K | 0.2% | 57 |
|
|
2018
Q4 | $582K | Buy |
5,960
+1,078
| +22% | +$115K | 0.23% | 50 |
|
|
2018
Q3 | $551K | Sell |
4,882
-1,177
| -19% | -$134K | 0.22% | 55 |
|
|
2018
Q2 | $631K | Buy |
6,059
+1,126
| +23% | +$124K | 0.28% | 40 |
|
|
2018
Q1 | $542K | Buy |
4,933
+234
| +5% | +$26.5K | 0.28% | 39 |
|
|
2017
Q4 | $502K | Buy |
4,699
+20
| +0.4% | +$2.02K | 0.22% | 39 |
|
|
2017
Q3 | $446K | Sell |
4,679
-84
| -2% | -$7.75K | 0.21% | 37 |
|
|
2017
Q2 | $434K | Sell |
4,763
-90
| -2% | -$7.77K | 0.21% | 41 |
|
|
2017
Q1 | $426K | Buy |
4,853
+1,035
| +27% | +$91.3K | 0.2% | 34 |
|
|
2016
Q4 | $329K | Buy |
+3,818
| New | +$291K | 0.16% | 38 |
|
Other funds holding JPM
VCM
VPM
Arax Advisory Partners's JPM Position: Q1 2026 in Review
Arax Advisory Partners reduced its JPMorgan Chase (JPM) stake by 5.1% in Q1 2026, selling an estimated $822K and leaving 50,664 shares worth $14.9M. The position accounts for 0.42% of the portfolio, ranked #55.
Arax Advisory Partners first reported a position in JPM in Q4 2016 and has held it in 36 quarters since. The position peaked at $19.7M in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Arax Advisory Partners held 50,664 shares of JPMorgan Chase worth $14.9M as of Q1 2026.
- Arax Advisory Partners sold 2,707 JPMorgan Chase shares in Q1 2026, an estimated $822K.
- JPMorgan Chase made up 0.42% of Arax Advisory Partners's portfolio in Q1 2026, its #55 holding.
- Arax Advisory Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's JPMorgan Chase position peaked at $19.7M in Q3 2025.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.