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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
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 $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

Argent Advisors's JPM Position: Q1 2026 in Review

Argent Advisors reduced its JPMorgan Chase (JPM) stake by 0.51% in Q1 2026, selling an estimated $43.4K and leaving 27,780 shares worth $8.17M. The position accounts for 2.23% of the portfolio, ranked #11.

Argent Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $9M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Argent Advisors held 27,780 shares of JPMorgan Chase worth $8.17M as of Q1 2026.
  • Argent Advisors sold 143 JPMorgan Chase shares in Q1 2026, an estimated $43.4K.
  • JPMorgan Chase made up 2.23% of Argent Advisors's portfolio in Q1 2026, its #11 holding.
  • Argent Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Argent Advisors's JPMorgan Chase position peaked at $9M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.