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Archer Investment Corporation’s JPMorgan Chase JPM Stock Holding History

Archer Investment Corporation’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 		$4.42M Buy
15,018
+173
+1% +$52.5K 0.94% 20
2025
Q4 		$4.78M Sell
14,845
-2,818
-16% -$872K 1.08% 16
2025
Q3 		$5.57M Sell
17,663
-455
-3% -$135K 1.26% 15
2025
Q2 		$5.25M Buy
18,118
+45
+0.2% +$11.5K 1.25% 13
2025
Q1 		$4.43M Sell
18,073
-110
-0.6% -$28K 1.15% 14
2024
Q4 		$4.36M Buy
18,183
+1
+0% +$233 1.16% 15
2024
Q3 		$3.83M Sell
18,182
-2,245
-11% -$473K 1.03% 18
2024
Q2 		$4.13M Sell
20,427
-116
-0.6% -$22.7K 1.21% 14
2024
Q1 		$4.11M Sell
20,543
-317
-2% -$57.2K 1.24% 14
2023
Q4 		$3.55M Buy
20,860
+357
+2% +$54.1K 1.14% 17
2023
Q3 		$2.97M Buy
20,503
+127
+0.6% +$19K 1.05% 18
2023
Q2 		$2.96M Buy
20,376
+460
+2% +$63.3K 1.06% 15
2023
Q1 		$2.6M Sell
19,916
-195
-1% -$26.7K 0.96% 17
2022
Q4 		$2.7M Buy
20,111
+205
+1% +$26K 1.05% 17
2022
Q3 		$2.08M Buy
19,906
+189
+1% +$21.7K 0.88% 21
2022
Q2 		$2.22M Hold
19,717
– – 0.9% 22
2022
Q1 		$2.68M Buy
19,717
+339
+2% +$50K 0.95% 19
2021
Q4 		$3.07M Buy
19,378
+225
+1% +$37K 1.04% 14
2021
Q3 		$3.14M Sell
19,153
-1,061
-5% -$166K 1.17% 13
2021
Q2 		$3.14M Hold
20,214
– – 1.24% 12
2021
Q1 		$3.08M Sell
20,214
-260
-1% -$37.4K 1.27% 12
2020
Q4 		$2.6M Buy
20,474
+32
+0.2% +$3.58K 1.24% 12
2020
Q3 		$1.97M Buy
+20,442
New +$2.01M 1.02% 18
2020
Q2 		– Sell
-15,223
Closed -$1.37M – 661
2020
Q1 		$1.37M Buy
15,223
+401
+3% +$48.7K 0.92% 18
2019
Q4 		$2.06M Buy
14,822
+1,122
+8% +$144K 1.09% 14
2019
Q3 		$1.6M Sell
13,700
-1,272
-8% -$144K 0.97% 18
2019
Q2 		$1.65M Buy
14,972
+250
+2% +$27.6K 1.05% 13
2019
Q1 		$1.48M Sell
14,722
-387
-3% -$39.9K 1% 17
2018
Q4 		$1.48M Buy
+15,109
New +$1.61M 1.29% 11

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

Archer Investment Corporation's JPM Position: Q1 2026 in Review

Archer Investment Corporation increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $52.5K and bringing the position to 15,018 shares worth $4.42M. The position accounts for 0.94% of the portfolio, ranked #20.

Archer Investment Corporation first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.57M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Archer Investment Corporation held 15,018 shares of JPMorgan Chase worth $4.42M as of Q1 2026.
  • Archer Investment Corporation bought 173 JPMorgan Chase shares in Q1 2026, an estimated $52.5K.
  • JPMorgan Chase made up 0.94% of Archer Investment Corporation's portfolio in Q1 2026, its #20 holding.
  • Archer Investment Corporation first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • Archer Investment Corporation's JPMorgan Chase position peaked at $5.57M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.