Argonautica Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Argonautica Private Wealth Management’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	$2.08M	Buy	6,345 +4,985	+367%	+$1.55M	0.51%	52
2026 Q1	$400K	Hold	1,360	–	–	0.12%	141
2025 Q4	$438K	Sell	1,360 -76	-5%	-$23.5K	0.13%	137
2025 Q3	$453K	Hold	1,436	–	–	0.13%	129
2025 Q2	$416K	Sell	1,436 -223	-13%	-$56.9K	0.13%	131
2025 Q1	$407K	Sell	1,659 -96	-5%	-$24.5K	0.14%	136
2024 Q4	$421K	Sell	1,755 -30	-2%	-$6.99K	0.14%	127
2024 Q3	$376K	Buy	1,785 +11	+0.6%	+$2.32K	0.12%	137
2024 Q2	$359K	Hold	1,774	–	–	0.12%	139
2024 Q1	$355K	Hold	1,774	–	–	0.13%	142
2023 Q4	$302K	Sell	1,774 -1	-0.1%	-$152	0.12%	152
2023 Q3	$257K	Buy	+1,775	New	+$266K	0.12%	165

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 $3.38T AUM 44.17% 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

Argonautica Private Wealth Management's JPM Position: Q2 2026 in Review

Argonautica Private Wealth Management increased its JPMorgan Chase (JPM) stake by 367% in Q2 2026, buying an estimated $1.55M and bringing the position to 6,345 shares worth $2.08M. The position accounts for 0.51% of the portfolio, ranked #52.

Argonautica Private Wealth Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Argonautica Private Wealth Management held 6,345 shares of JPMorgan Chase worth $2.08M as of Q2 2026.
Argonautica Private Wealth Management bought 4,985 JPMorgan Chase shares in Q2 2026, an estimated $1.55M.
JPMorgan Chase made up 0.51% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #52 holding.
Argonautica Private Wealth Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.