Archvest Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Archvest Wealth Advisors’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	$370K	Buy	1,130 +302	+36%	+$93.8K	0.21%	52
2026 Q1	$243K	Sell	828 -60	-7%	-$18.2K	0.16%	62
2025 Q4	$286K	Buy	888 +54	+6%	+$16.7K	0.18%	48
2025 Q3	$263K	Buy	834 +22	+3%	+$6.54K	0.23%	50
2025 Q2	$235K	Buy	+812	New	+$207K	0.21%	55

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Archvest Wealth Advisors's JPM Position: Q2 2026 in Review

Archvest Wealth Advisors increased its JPMorgan Chase (JPM) stake by 36% in Q2 2026, buying an estimated $93.8K and bringing the position to 1,130 shares worth $370K. The position accounts for 0.21% of the portfolio, ranked #52.

Archvest Wealth Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Archvest Wealth Advisors held 1,130 shares of JPMorgan Chase worth $370K as of Q2 2026.
Archvest Wealth Advisors bought 302 JPMorgan Chase shares in Q2 2026, an estimated $93.8K.
JPMorgan Chase made up 0.21% of Archvest Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Archvest Wealth Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.