AWMNY
JPM icon

Arcadia Wealth Management (New York)’s JPMorgan Chase JPM Stock Holding History

Arcadia Wealth Management (New York)’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
2025
Q4 		– Sell
-711
Closed -$224K – 59
2025
Q3 		$224K Buy
+711
New +$211K 0.14% 45

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arcadia Wealth Management (New York)'s JPM Position: Q4 2025 in Review

Arcadia Wealth Management (New York) sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 711 shares — an estimated $224K sold.

Arcadia Wealth Management (New York) first reported a position in JPM in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 5,152 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Arcadia Wealth Management (New York) reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
  • Arcadia Wealth Management (New York) sold 711 JPMorgan Chase shares in Q4 2025, an estimated $224K.
  • Arcadia Wealth Management (New York) first reported a position in JPMorgan Chase in Q3 2025 and held it in 1 quarter.
  • Arcadia Wealth Management (New York)'s JPMorgan Chase position peaked at $224K in Q3 2025.
  • 5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q4 2025, filed 10 Feb 2026.