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Arcataur Capital Management’s JPMorgan Chase JPM Stock Holding History

Arcataur Capital 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
Q2 		$3.36M Buy
10,256
+51
+0.5% +$15.8K 0.83% 21
2026
Q1 		$3M Buy
10,205
+5
+0% +$1.52K 0.84% 20
2025
Q4 		$3.29M Sell
10,200
-20
-0.2% -$6.19K 0.94% 19
2025
Q3 		$3.22M Sell
10,220
-139
-1% -$41.3K 0.95% 18
2025
Q2 		$3M Buy
10,359
+16
+0.2% +$4.08K 0.94% 18
2025
Q1 		$2.54M Sell
10,343
-547
-5% -$139K 0.86% 20
2024
Q4 		$2.61M Sell
10,890
-277
-2% -$64.5K 0.88% 19
2024
Q3 		$2.35M Buy
11,167
+17
+0.2% +$3.58K 0.8% 22
2024
Q2 		$2.26M Sell
11,150
-1
-0% -$196 0.8% 23
2024
Q1 		$2.23M Buy
11,151
+5,749
+106% +$1.04M 0.8% 22
2023
Q4 		$919K Sell
5,402
-35
-0.6% -$5.3K 0.35% 30
2023
Q3 		$788K Sell
5,437
-5
-0.1% -$750 0.33% 30
2023
Q2 		$791K Buy
+5,442
New +$748K 0.32% 31

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arcataur Capital Management's JPM Position: Q2 2026 in Review

Arcataur Capital Management increased its JPMorgan Chase (JPM) stake by 0.5% in Q2 2026, buying an estimated $15.8K and bringing the position to 10,256 shares worth $3.36M. The position accounts for 0.83% of the portfolio, ranked #21.

Arcataur Capital Management first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 4,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Arcataur Capital Management held 10,256 shares of JPMorgan Chase worth $3.36M as of Q2 2026.
  • Arcataur Capital Management bought 51 JPMorgan Chase shares in Q2 2026, an estimated $15.8K.
  • JPMorgan Chase made up 0.83% of Arcataur Capital Management's portfolio in Q2 2026, its #21 holding.
  • Arcataur Capital Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • 4,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arcataur Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.