APWM
JPM icon

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
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
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

Argonautica Private Wealth Management's JPM Position: Q1 2026 in Review

Argonautica Private Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,360 shares worth $400K. The position accounts for 0.12% of the portfolio, ranked #141.

Argonautica Private Wealth Management first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $453K in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Argonautica Private Wealth Management held 1,360 shares of JPMorgan Chase worth $400K as of Q1 2026.
  • Argonautica Private Wealth Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.12% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Argonautica Private Wealth Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
  • Argonautica Private Wealth Management's JPMorgan Chase position peaked at $453K in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.