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Arcus Capital Partners’s JPMorgan Chase JPM Stock Holding History

Arcus Capital Partners’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 		$413K Sell
1,261
-192
-13% -$59.6K 0.17% 72
2026
Q1 		$427K Sell
1,453
-2,534
-64% -$769K 0.15% 79
2025
Q4 		$1.28M Buy
3,987
+2,636
+195% +$816K 0.46% 39
2025
Q3 		$426K Buy
1,351
+13
+1% +$3.87K 0.19% 75
2025
Q2 		$388K Sell
1,338
-20
-1% -$5.1K 0.17% 83
2025
Q1 		$333K Sell
1,358
-213
-14% -$54.3K 0.13% 86
2024
Q4 		$315K Buy
1,571
+378
+32% +$88K 0.1% 88
2024
Q3 		$252K Buy
1,193
+4
+0.3% +$843 0.09% 99
2024
Q2 		$240K Sell
1,189
-382
-24% -$74.7K 0.09% 98
2024
Q1 		$315K Hold
1,571
– – 0.1% 88
2023
Q4 		$267K Sell
1,571
-636
-29% -$96.4K 0.09% 86
2023
Q3 		$320K Hold
2,207
– – 0.1% 84
2023
Q2 		$321K Buy
2,207
+5
+0.2% +$688 0.1% 86
2023
Q1 		$287K Hold
2,202
– – 0.1% 88
2022
Q4 		$295K Buy
+2,202
New +$279K 0.12% 78
2022
Q3 		– Sell
-2,096
Closed -$236K – 108
2022
Q2 		$236K Buy
2,096
+276
+15% +$34.2K 0.1% 95
2022
Q1 		$248K Buy
1,820
+4
+0.2% +$590 0.09% 94
2021
Q4 		$288K Buy
1,816
+422
+30% +$69.3K 0.1% 88
2021
Q3 		$228K Buy
1,394
+4
+0.3% +$627 0.09% 90
2021
Q2 		$216K Sell
1,390
-207
-13% -$32.5K 0.1% 100
2021
Q1 		$243K Sell
1,597
-52
-3% -$7.48K 0.02% 96
2020
Q4 		$210K Buy
+1,649
New +$184K 0.03% 102
2019
Q3 		– Sell
-1,189
Closed -$133K – 116
2019
Q2 		$133K Buy
+1,189
New +$131K 0.05% 95
2018
Q1 		– Sell
-2,750
Closed -$294K – 115
2017
Q4 		$294K Buy
2,750
+341
+14% +$34.5K 0.17% 83
2017
Q3 		$230K Buy
+2,409
New +$222K 0.12% 98

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arcus Capital Partners's JPM Position: Q2 2026 in Review

Arcus Capital Partners reduced its JPMorgan Chase (JPM) stake by 13% in Q2 2026, selling an estimated $59.6K and leaving 1,261 shares worth $413K. The position accounts for 0.17% of the portfolio, ranked #72.

Arcus Capital Partners first reported a position in JPM in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.28M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Arcus Capital Partners held 1,261 shares of JPMorgan Chase worth $413K as of Q2 2026.
  • Arcus Capital Partners sold 192 JPMorgan Chase shares in Q2 2026, an estimated $59.6K.
  • JPMorgan Chase made up 0.17% of Arcus Capital Partners's portfolio in Q2 2026, its #72 holding.
  • Arcus Capital Partners first reported a position in JPMorgan Chase in Q3 2017 and has held it in 25 quarters since.
  • Arcus Capital Partners's JPMorgan Chase position peaked at $1.28M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arcus Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.