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Argent Advisors’s JPMorgan Chase JPM Stock Holding History

Argent 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 		$12M Buy
36,746
+8,966
+32% +$2.78M 3.01% 9
2026
Q1 		$8.17M Sell
27,780
-143
-0.5% -$43.4K 2.23% 11
2025
Q4 		$9M Sell
27,923
-273
-1% -$84.5K 2.51% 11
2025
Q3 		$8.89M Buy
28,196
+812
+3% +$241K 2.62% 10
2025
Q2 		$7.94M Sell
27,384
-1,994
-7% -$509K 2.45% 10
2025
Q1 		$7.21M Buy
29,378
+572
+2% +$146K 2.41% 11
2024
Q4 		$6.91M Sell
28,806
-1,092
-4% -$254K 2.56% 9
2024
Q3 		$6.3M Sell
29,898
-103
-0.3% -$21.7K 2.34% 10
2024
Q2 		$6.07M Sell
30,001
-792
-3% -$155K 2.41% 9
2024
Q1 		$6.17M Sell
30,793
-463
-1% -$83.5K 2.44% 9
2023
Q4 		$5.32M Sell
31,256
-726
-2% -$110K 2.33% 11
2023
Q3 		$4.64M Sell
31,982
-3,319
-9% -$498K 2.12% 12
2023
Q2 		$5.13M Buy
35,301
+373
+1% +$51.3K 2.35% 10
2023
Q1 		$4.55M Buy
34,928
+260
+0.7% +$35.6K 2.17% 11
2022
Q4 		$4.65M Buy
34,668
+218
+0.6% +$27.6K 2.4% 9
2022
Q3 		$3.6M Buy
34,450
+3,144
+10% +$361K 2.1% 9
2022
Q2 		$3.52M Buy
31,306
+7,994
+34% +$990K 1.98% 11
2022
Q1 		$3.18M Buy
23,312
+3,353
+17% +$495K 1.7% 11
2021
Q4 		$3.16M Sell
19,959
-38
-0.2% -$6.24K 1.7% 13
2021
Q3 		$3.27M Buy
19,997
+408
+2% +$64K 1.88% 12
2021
Q2 		$3.05M Buy
19,589
+1,351
+7% +$212K 1.85% 10
2021
Q1 		$2.78M Sell
18,238
-12,713
-41% -$1.83M 1.79% 11
2020
Q4 		$3.93M Sell
30,951
-11,904
-28% -$1.33M 2.41% 7
2020
Q3 		$4.13M Sell
42,855
-3,621
-8% -$356K 2.83% 7
2020
Q2 		$4.37M Buy
46,476
+32,116
+224% +$3.05M 3.34% 6
2020
Q1 		$1.29M Buy
14,360
+1,043
+8% +$127K 1.3% 17
2019
Q4 		$1.83M Buy
+13,317
New +$1.71M 1.37% 15

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

Argent Advisors's JPM Position: Q2 2026 in Review

Argent Advisors increased its JPMorgan Chase (JPM) stake by 32% in Q2 2026, buying an estimated $2.78M and bringing the position to 36,746 shares worth $12M. The position accounts for 3.01% of the portfolio, ranked #9.

Argent Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Argent Advisors held 36,746 shares of JPMorgan Chase worth $12M as of Q2 2026.
  • Argent Advisors bought 8,966 JPMorgan Chase shares in Q2 2026, an estimated $2.78M.
  • JPMorgan Chase made up 3.01% of Argent Advisors's portfolio in Q2 2026, its #9 holding.
  • Argent Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.