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Archford Capital Strategies’s JPMorgan Chase JPM Stock Holding History

Archford Capital Strategies’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 		$7.25M Sell
22,153
-5,941
-21% -$1.84M 0.73% 36
2026
Q1 		$8.26M Sell
28,094
-939
-3% -$285K 0.95% 24
2025
Q4 		$9.36M Sell
29,033
-103
-0.4% -$31.9K 1.09% 20
2025
Q3 		$9.19M Sell
29,136
-1,365
-4% -$406K 1.09% 21
2025
Q2 		$8.84M Buy
30,501
+3,619
+13% +$924K 1.13% 19
2025
Q1 		$6.59M Buy
26,882
+6,968
+35% +$1.78M 0.97% 24
2024
Q4 		$4.77M Sell
19,914
-19
-0.1% -$4.42K 0.72% 37
2024
Q3 		$4.41M Sell
19,933
-622
-3% -$131K 0.66% 40
2024
Q2 		$4.16M Sell
20,555
-234
-1% -$45.7K 0.67% 41
2024
Q1 		$4.16M Sell
20,789
-103
-0.5% -$18.6K 0.7% 39
2023
Q4 		$3.55M Sell
20,892
-1,208
-5% -$183K 0.65% 38
2023
Q3 		$3.2M Buy
22,100
+970
+5% +$145K 0.64% 41
2023
Q2 		$3.34M Buy
21,130
+851
+4% +$117K 0.63% 36
2023
Q1 		$2.59M Buy
20,279
+2,915
+17% +$399K 0.54% 42
2022
Q4 		$2.33M Buy
17,364
+579
+3% +$73.4K 0.54% 44
2022
Q3 		$1.75M Buy
16,785
+538
+3% +$61.7K 0.45% 54
2022
Q2 		$1.83M Buy
16,247
+1,427
+10% +$177K 0.46% 53
2022
Q1 		$1.98M Buy
14,820
+1,386
+10% +$205K 0.44% 54
2021
Q4 		$2.13M Buy
13,434
+545
+4% +$89.5K 0.49% 42
2021
Q3 		$2.11M Buy
12,889
+437
+4% +$68.5K 0.5% 42
2021
Q2 		$1.94M Buy
12,452
+1,549
+14% +$243K 0.49% 45
2021
Q1 		$1.66M Sell
10,903
-12,019
-52% -$1.73M 0.44% 58
2020
Q4 		$3.12M Buy
22,922
+467
+2% +$52.2K 0.72% 30
2020
Q3 		$2.16M Buy
22,455
+179
+0.8% +$17.6K 0.58% 48
2020
Q2 		$2.1M Buy
22,276
+1,236
+6% +$117K 0.62% 43
2020
Q1 		$1.89M Sell
21,040
-2,323
-10% -$282K 0.74% 34
2019
Q4 		$3.26M Sell
23,363
-2,501
-10% -$321K 1.12% 16
2019
Q3 		$3.04M Buy
25,864
+189
+0.7% +$21.4K 1.14% 18
2019
Q2 		$2.87M Buy
25,675
+1,701
+7% +$188K 1.04% 19
2019
Q1 		$2.43M Sell
23,974
-413
-2% -$42.5K 0.89% 23
2018
Q4 		$2.38M Buy
24,387
+820
+3% +$87.4K 0.96% 24
2018
Q3 		$2.66M Buy
23,567
+6,496
+38% +$737K 0.97% 17
2018
Q2 		$1.78M Sell
17,071
-783
-4% -$85.9K 0.63% 43
2018
Q1 		$1.91M Buy
17,854
+52
+0.3% +$5.89K 0.8% 40
2017
Q4 		$1.9M Buy
17,802
+634
+4% +$64.2K 0.71% 42
2017
Q3 		$1.64M Buy
17,168
+612
+4% +$56.4K 0.61% 45
2017
Q2 		$1.51M Sell
16,556
-621
-4% -$53.6K 0.6% 54
2017
Q1 		$1.5M Buy
17,177
+1,365
+9% +$120K 0.57% 53
2016
Q4 		$1.36M Buy
15,812
+330
+2% +$25.2K 0.57% 54
2016
Q3 		$1.03M Buy
15,482
+1,121
+8% +$73.1K 0.42% 80
2016
Q2 		$892K Buy
14,361
+1,382
+11% +$86.3K 0.47% 67
2016
Q1 		$769K Buy
12,979
+605
+5% +$35.3K 0.37% 100
2015
Q4 		$799K Buy
12,374
+7,721
+166% +$503K 0.36% 95
2015
Q3 		$284K Sell
4,653
-146
-3% -$9.56K 0.21% 98
2015
Q2 		$325K Sell
4,799
-790
-14% -$51.6K 0.23% 98
2015
Q1 		$339K Buy
5,589
+368
+7% +$21.8K 0.23% 99
2014
Q4 		$327K Sell
5,221
-446
-8% -$26.8K 0.24% 100
2014
Q3 		$341K Sell
5,667
-276
-5% -$16.1K 0.27% 103
2014
Q2 		$342K Sell
5,943
-527
-8% -$29.6K 0.26% 102
2014
Q1 		$393K Buy
+6,470
New +$374K 0.33% 89

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Archford Capital Strategies's JPM Position: Q2 2026 in Review

Archford Capital Strategies reduced its JPMorgan Chase (JPM) stake by 21% in Q2 2026, selling an estimated $1.84M and leaving 22,153 shares worth $7.25M. The position accounts for 0.73% of the portfolio, ranked #36.

Archford Capital Strategies first reported a position in JPM in Q1 2014 and has held it in 50 quarters since. The position peaked at $9.36M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Archford Capital Strategies held 22,153 shares of JPMorgan Chase worth $7.25M as of Q2 2026.
  • Archford Capital Strategies sold 5,941 JPMorgan Chase shares in Q2 2026, an estimated $1.84M.
  • JPMorgan Chase made up 0.73% of Archford Capital Strategies's portfolio in Q2 2026, its #36 holding.
  • Archford Capital Strategies first reported a position in JPMorgan Chase in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's JPMorgan Chase position peaked at $9.36M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.