Ariadne Wealth Management’s JPMorgan Chase JPM Stock Holding History

Ariadne 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	$1.29M	Buy	3,927 +432	+12%	+$134K	0.57%	40
2026 Q1	$1.03M	Sell	3,495 -131	-4%	-$39.8K	0.46%	49
2025 Q4	$1.1M	Buy	3,626 +296	+9%	+$91.6K	0.45%	48
2025 Q3	$1.03M	Sell	3,330 -868	-21%	-$258K	0.46%	49
2025 Q2	$1.22M	Buy	4,198 +505	+14%	+$129K	0.58%	42
2025 Q1	$935K	Sell	3,693 -321	-8%	-$81.8K	0.49%	52
2024 Q4	$1.09M	Buy	4,014 +794	+25%	+$185K	0.5%	50
2024 Q3	$761K	Sell	3,220 -419	-12%	-$88.3K	0.41%	47
2024 Q2	$736K	Buy	+3,639	New	+$711K	0.57%	41

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 $3.37T AUM 44.26% 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

Ariadne Wealth Management's JPM Position: Q2 2026 in Review

Ariadne Wealth Management increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $134K and bringing the position to 3,927 shares worth $1.29M. The position accounts for 0.57% of the portfolio, ranked #40.

Ariadne Wealth Management first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ariadne Wealth Management held 3,927 shares of JPMorgan Chase worth $1.29M as of Q2 2026.
Ariadne Wealth Management bought 432 JPMorgan Chase shares in Q2 2026, an estimated $134K.
JPMorgan Chase made up 0.57% of Ariadne Wealth Management's portfolio in Q2 2026, its #40 holding.
Ariadne Wealth Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.