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Arcadia Investment Management’s JPMorgan Chase JPM Stock Holding History

Arcadia Investment Management’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 		$810K Buy
2,752
+2,112
+330% +$641K 0.14% 75
2025
Q4 		$206K Sell
640
-1,459
-70% -$452K 0.03% 111
2025
Q3 		$662K Hold
2,099
– – 0.1% 81
2025
Q2 		$609K Buy
2,099
+4
+0.2% +$1.02K 0.1% 83
2025
Q1 		$514K Hold
2,095
– – 0.09% 89
2024
Q4 		$502K Buy
2,095
+140
+7% +$32.6K 0.08% 90
2024
Q3 		$412K Sell
1,955
-2
-0.1% -$421 0.07% 95
2024
Q2 		$396K Sell
1,957
-81
-4% -$15.8K 0.07% 94
2024
Q1 		$408K Buy
2,038
+16
+0.8% +$2.89K 0.07% 92
2023
Q4 		$344K Sell
2,022
-5
-0.2% -$758 0.07% 100
2023
Q3 		$294K Hold
2,027
– – 0.06% 110
2023
Q2 		$295K Buy
2,027
+81
+4% +$11.1K 0.06% 107
2023
Q1 		$254K Sell
1,946
-54
-3% -$7.4K 0.06% 119
2022
Q4 		$268K Sell
2,000
-50
-2% -$6.33K 0.06% 106
2022
Q3 		$214K Buy
2,050
+15
+0.7% +$1.72K 0.05% 121
2022
Q2 		$229K Sell
2,035
-615
-23% -$76.2K 0.05% 127
2022
Q1 		$361K Sell
2,650
-94
-3% -$13.9K 0.07% 111
2021
Q4 		$435K Buy
2,744
+684
+33% +$112K 0.07% 111
2021
Q3 		$337K Hold
2,060
– – 0.06% 115
2021
Q2 		$320K Sell
2,060
-3,575
-63% -$561K 0.06% 113
2021
Q1 		$858K Hold
5,635
– – 0.17% 83
2020
Q4 		$716K Sell
5,635
-1,000
-15% -$112K 0.15% 83
2020
Q3 		$639K Hold
6,635
– – 0.14% 86
2020
Q2 		$624K Hold
6,635
– – 0.15% 81
2020
Q1 		$597K Sell
6,635
-100
-1% -$12.1K 0.18% 79
2019
Q4 		$939K Hold
6,735
– – 0.24% 73
2019
Q3 		$793K Buy
6,735
+275
+4% +$31.1K 0.22% 76
2019
Q2 		$722K Hold
6,460
– – 0.2% 81
2019
Q1 		$654K Hold
6,460
– – 0.19% 83
2018
Q4 		$631K Sell
6,460
-150
-2% -$16K 0.21% 81
2018
Q3 		$746K Sell
6,610
-100
-1% -$11.4K 0.2% 80
2018
Q2 		$699K Buy
6,710
+180
+3% +$19.7K 0.19% 80
2018
Q1 		$718K Hold
6,530
– – 0.2% 82
2017
Q4 		$698K Hold
6,530
– – 0.2% 83
2017
Q3 		$624K Sell
6,530
-405
-6% -$37.3K 0.19% 84
2017
Q2 		$634K Buy
6,935
+75
+1% +$6.47K 0.2% 83
2017
Q1 		$603K Hold
6,860
– – 0.19% 84
2016
Q4 		$592K Sell
6,860
-743
-10% -$56.7K 0.19% 84
2016
Q3 		$506K Hold
7,603
– – 0.17% 89
2016
Q2 		$472K Buy
7,603
+125
+2% +$7.81K 0.15% 89
2016
Q1 		$443K Hold
7,478
– – 0.15% 88
2015
Q4 		$494K Buy
7,478
+405
+6% +$26.4K 0.15% 88
2015
Q3 		$431K Hold
7,073
– – 0.13% 89
2015
Q2 		$479K Buy
7,073
+1,480
+26% +$96.6K 0.12% 89
2015
Q1 		$339K Hold
5,593
– – 0.1% 89
2014
Q4 		$350K Hold
5,593
– – 0.1% 88
2014
Q3 		$337K Hold
5,593
– – 0.1% 86
2014
Q2 		$322K Hold
5,593
– – 0.09% 83
2014
Q1 		$340K Hold
5,593
– – 0.1% 90
2013
Q4 		$327K Hold
5,593
– – 0.08% 94
2013
Q3 		$289K Hold
5,593
– – 0.08% 93
2013
Q2 		$295K Buy
+5,593
New +$284K 0.08% 91

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

Arcadia Investment Management's JPM Position: Q1 2026 in Review

Arcadia Investment Management increased its JPMorgan Chase (JPM) stake by 330% in Q1 2026, buying an estimated $641K and bringing the position to 2,752 shares worth $810K. The position accounts for 0.14% of the portfolio, ranked #75.

Arcadia Investment Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $939K in Q4 2019. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Arcadia Investment Management held 2,752 shares of JPMorgan Chase worth $810K as of Q1 2026.
  • Arcadia Investment Management bought 2,112 JPMorgan Chase shares in Q1 2026, an estimated $641K.
  • JPMorgan Chase made up 0.14% of Arcadia Investment Management's portfolio in Q1 2026, its #75 holding.
  • Arcadia Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Arcadia Investment Management's JPMorgan Chase position peaked at $939K in Q4 2019.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.