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Arbor Trust Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Arbor Trust Wealth Advisors’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 		$4.56M Sell
15,497
-590
-4% -$179K 2% 18
2025
Q4 		$5.18M Sell
16,087
-575
-3% -$178K 2.27% 16
2025
Q3 		$5.26M Sell
16,662
-100
-0.6% -$29.7K 2.37% 15
2025
Q2 		$4.86M Sell
16,762
-1,575
-9% -$402K 2.38% 14
2025
Q1 		$4.5M Sell
18,337
-362
-2% -$92.3K 2.11% 18
2024
Q4 		$4.48M Sell
18,699
-138
-0.7% -$32.1K 2.1% 17
2024
Q3 		$3.81M Hold
18,837
– – 2% 19
2024
Q2 		$3.81M Buy
18,837
+8
+0% +$1.56K 2% 19
2024
Q1 		$3.7M Buy
18,829
+220
+1% +$39.7K 2.03% 18
2023
Q4 		$3.17M Buy
18,609
+85
+0.5% +$12.9K 1.88% 18
2023
Q3 		$2.69M Buy
18,524
+61
+0.3% +$9.14K 1.77% 18
2023
Q2 		$2.69M Buy
18,463
+1,360
+8% +$187K 1.71% 18
2023
Q1 		$2.23M Hold
17,103
– – 1.46% 24
2022
Q4 		$2.29M Buy
17,103
+310
+2% +$39.3K 1.58% 23
2022
Q3 		$1.75M Sell
16,793
-732
-4% -$84K 1.33% 25
2022
Q2 		$1.97M Buy
17,525
+925
+6% +$115K 1.38% 27
2022
Q1 		$2.26M Sell
16,600
-1,011
-6% -$149K 1.36% 24
2021
Q4 		$2.79M Sell
17,611
-25
-0.1% -$4.11K 1.61% 23
2021
Q3 		$2.89M Buy
17,636
+390
+2% +$61.1K 1.8% 19
2021
Q2 		$2.68M Buy
17,246
+245
+1% +$38.5K 1.68% 20
2021
Q1 		$2.58M Buy
17,001
+130
+0.8% +$18.7K 1.73% 20
2020
Q4 		$2.14M Buy
16,871
+285
+2% +$31.9K 1.56% 22
2020
Q3 		$1.6M Buy
16,586
+355
+2% +$34.9K 1.38% 25
2020
Q2 		$1.53M Sell
16,231
-280
-2% -$26.6K 1.38% 26
2020
Q1 		$1.49M Sell
16,511
-82
-0.5% -$9.96K 1.57% 22
2019
Q4 		$2.31M Buy
+16,593
New +$2.13M 1.98% 16

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

Arbor Trust Wealth Advisors's JPM Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.7% in Q1 2026, selling an estimated $179K and leaving 15,497 shares worth $4.56M. The position accounts for 2% of the portfolio, ranked #18.

Arbor Trust Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.26M in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Arbor Trust Wealth Advisors held 15,497 shares of JPMorgan Chase worth $4.56M as of Q1 2026.
  • Arbor Trust Wealth Advisors sold 590 JPMorgan Chase shares in Q1 2026, an estimated $179K.
  • JPMorgan Chase made up 2% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Arbor Trust Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's JPMorgan Chase position peaked at $5.26M in Q3 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.