Arbor Capital Management (Alaska)’s JPMorgan Chase JPM Stock Holding History

Arbor Capital Management (Alaska)’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 Q2	$2.02M	Sell	5,978 -721	-11%	-$224K	1.99%	18
2026 Q1	$2.04M	Buy	6,699 +108	+2%	+$32.8K	1.67%	19
2025 Q4	$2.14M	Sell	6,591 -801	-11%	-$248K	1.8%	14
2025 Q3	$2.29M	Sell	7,392 -600	-8%	-$178K	1.84%	13
2025 Q2	$2.36M	Sell	7,992 -185	-2%	-$47.2K	2.05%	10
2025 Q1	$2.01M	Buy	8,177 +215	+3%	+$54.8K	1.95%	14
2024 Q4	$2.12M	Sell	7,962 -1,438	-15%	-$335K	2.09%	9
2024 Q3	$1.96M	Sell	9,400 -1,067	-10%	-$225K	1.85%	15
2024 Q2	$2.15M	Sell	10,467 -876	-8%	-$171K	1.97%	12
2024 Q1	$2.18M	Sell	11,343 -2,483	-18%	-$448K	2.07%	9
2023 Q4	$2.37M	Sell	13,826 -851	-6%	-$129K	1.78%	11
2023 Q3	$2.11M	Sell	14,677 -408	-3%	-$61.2K	1.88%	14
2023 Q2	$2.21M	Buy	15,085 +23	+0.2%	+$3.16K	1.72%	16
2023 Q1	$1.93M	Buy	15,062 +667	+5%	+$91.4K	1.56%	19
2022 Q4	$1.95M	Buy	14,395 +757	+6%	+$95.9K	1.74%	15
2022 Q3	$1.53M	Buy	13,638 +501	+4%	+$57.5K	1.38%	25
2022 Q2	$1.48M	Sell	13,137 -324	-2%	-$40.1K	1.41%	24
2022 Q1	$1.82M	Sell	13,461 -1,056	-7%	-$156K	1.4%	32
2021 Q4	$2.3M	Buy	+14,517	New	+$2.38M	1.63%	16

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arbor Capital Management (Alaska)'s JPM Position: Q2 2026 in Review

Arbor Capital Management (Alaska) reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $224K and leaving 5,978 shares worth $2.02M. The position accounts for 1.99% of the portfolio, ranked #18.

Arbor Capital Management (Alaska) first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.37M in Q4 2023. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Arbor Capital Management (Alaska) held 5,978 shares of JPMorgan Chase worth $2.02M as of Q2 2026.
Arbor Capital Management (Alaska) sold 721 JPMorgan Chase shares in Q2 2026, an estimated $224K.
JPMorgan Chase made up 1.99% of Arbor Capital Management (Alaska)'s portfolio in Q2 2026, its #18 holding.
Arbor Capital Management (Alaska) first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Arbor Capital Management (Alaska)'s JPMorgan Chase position peaked at $2.37M in Q4 2023.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arbor Capital Management (Alaska)'s 13F filing for Q2 2026, filed 6 Aug 2026.