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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
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
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

Archvest Wealth Advisors's JPM Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 6.8% in Q1 2026, selling an estimated $18.2K and leaving 828 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #62.

Archvest Wealth Advisors first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $286K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Archvest Wealth Advisors held 828 shares of JPMorgan Chase worth $243K as of Q1 2026.
  • Archvest Wealth Advisors sold 60 JPMorgan Chase shares in Q1 2026, an estimated $18.2K.
  • JPMorgan Chase made up 0.16% of Archvest Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • Archvest Wealth Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Archvest Wealth Advisors's JPMorgan Chase position peaked at $286K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.