Arbor Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Arbor 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 Q3	$1.02M	Hold	3,096	–	–	0.64%	24
2026 Q2	$1.01M	Hold	3,096	–	–	0.62%	25
2026 Q1	$911K	Sell	3,096 -9	-0.3%	-$2.73K	0.64%	24
2025 Q4	$1M	Sell	3,105 -11	-0.4%	-$3.41K	0.71%	25
2025 Q3	$983K	Sell	3,116 -22	-0.7%	-$6.54K	0.73%	24
2025 Q2	$910K	Sell	3,138 -15	-0.5%	-$3.83K	0.74%	22
2025 Q1	$773K	Sell	3,153 -8	-0.3%	-$2.04K	0.69%	23
2024 Q4	$758K	Buy	3,161 +48	+2%	+$11.2K	0.68%	24
2024 Q3	$656K	Hold	3,113	–	–	0.59%	26
2024 Q2	$630K	Hold	3,113	–	–	0.62%	27
2024 Q1	$624K	Hold	3,113	–	–	0.59%	27
2023 Q4	$530K	Buy	+3,113	New	+$472K	0.54%	30

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Arbor Wealth Advisors's JPM Position: Q3 2026 in Review

Arbor Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q3 2026 at 3,096 shares worth $1.02M. The position accounts for 0.64% of the portfolio, ranked #24.

Arbor Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Arbor Wealth Advisors held 3,096 shares of JPMorgan Chase worth $1.02M as of Q3 2026.
Arbor Wealth Advisors left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 0.64% of Arbor Wealth Advisors's portfolio in Q3 2026, its #24 holding.
Arbor Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.