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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arbor Wealth Advisors's JPM Position: Q2 2026 in Review

Arbor Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,096 shares worth $1.01M. The position accounts for 0.62% of the portfolio, ranked #25.

Arbor Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Arbor Wealth Advisors held 3,096 shares of JPMorgan Chase worth $1.01M as of Q2 2026.
Arbor Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.62% of Arbor Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Arbor Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.