Aries Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.69M | Sell |
17,372
-25
| -0.1% | -$7.76K | 1.12% | 21 |
|
|
2026
Q1 | $5.12M | Hold |
17,397
| – | – | 1.13% | 24 |
|
|
2025
Q4 | $5.61M | Sell |
17,397
-164
| -0.9% | -$50.8K | 1.24% | 20 |
|
|
2025
Q3 | $5.54M | Buy |
17,561
+322
| +2% | +$95.8K | 1.31% | 17 |
|
|
2025
Q2 | $5M | Sell |
17,239
-1,206
| -7% | -$308K | 1.31% | 18 |
|
|
2025
Q1 | $4.52M | Buy |
18,445
+552
| +3% | +$141K | 1.23% | 24 |
|
|
2024
Q4 | $4.29M | Hold |
17,893
| – | – | 1.18% | 22 |
|
|
2024
Q3 | $3.77M | Sell |
17,893
-300
| -2% | -$63.2K | 1.04% | 23 |
|
|
2024
Q2 | $3.68M | Buy |
18,193
+131
| +0.7% | +$25.6K | 1.16% | 20 |
|
|
2024
Q1 | $3.62M | Sell |
18,062
-135
| -0.7% | -$24.4K | 1.17% | 20 |
|
|
2023
Q4 | $3.1M | Sell |
18,197
-1,048
| -5% | -$159K | 1.1% | 22 |
|
|
2023
Q3 | $2.85M | Buy |
19,245
+1,573
| +9% | +$236K | 1.11% | 23 |
|
|
2023
Q2 | $2.57M | Buy |
17,672
+15
| +0.1% | +$2.06K | 1% | 27 |
|
|
2023
Q1 | $2.3M | Sell |
17,657
-9
| -0.1% | -$1.23K | 0.94% | 28 |
|
|
2022
Q4 | $2.37M | Buy |
17,666
+1,217
| +7% | +$154K | 1.02% | 28 |
|
|
2022
Q3 | $2.07M | Buy |
16,449
+65
| +0.4% | +$7.46K | 0.92% | 29 |
|
|
2022
Q2 | $1.84M | Buy |
+16,384
| New | +$2.03M | 0.84% | 34 |
|
|
2022
Q1 | – | Sell |
-16,795
| Closed | -$2.66M | – | 147 |
|
|
2021
Q4 | $2.66M | Sell |
16,795
-161
| -0.9% | -$26.4K | 1.01% | 27 |
|
|
2021
Q3 | $2.78M | Buy |
16,956
+248
| +1% | +$38.9K | 1.17% | 20 |
|
|
2021
Q2 | $2.6M | Sell |
16,708
-367
| -2% | -$57.6K | 1.11% | 22 |
|
|
2021
Q1 | $2.58M | Buy |
17,075
+2,208
| +15% | +$318K | 1.16% | 20 |
|
|
2020
Q4 | $2.02M | Sell |
14,867
-70
| -0.5% | -$7.82K | 1.01% | 29 |
|
|
2020
Q3 | $1.44M | Buy |
14,937
+50
| +0.3% | +$4.91K | 0.82% | 36 |
|
|
2020
Q2 | $1.4M | Buy |
14,887
+527
| +4% | +$50K | 0.85% | 36 |
|
|
2020
Q1 | $1.26M | Buy |
14,360
+1,425
| +11% | +$173K | 0.96% | 31 |
|
|
2019
Q4 | $1.79M | Hold |
12,935
| – | – | 1.09% | 26 |
|
|
2019
Q3 | $1.5M | Sell |
12,935
-31
| -0.2% | -$3.51K | 1% | 28 |
|
|
2019
Q2 | $1.47M | Buy |
12,966
+47
| +0.4% | +$5.18K | 1.03% | 30 |
|
|
2019
Q1 | $1.31M | Buy |
12,919
+470
| +4% | +$48.4K | 0.98% | 33 |
|
|
2018
Q4 | $1.22M | Buy |
12,449
+383
| +3% | +$40.8K | 1.29% | 27 |
|
|
2018
Q3 | $1.36M | Hold |
12,066
| – | – | 1.22% | 25 |
|
|
2018
Q2 | $1.39M | Hold |
12,066
| – | – | 1.28% | 23 |
|
|
2018
Q1 | $1.36M | Buy |
12,066
+1,352
| +13% | +$153K | 1.32% | 23 |
|
|
2017
Q4 | $1.21M | Buy |
+10,714
| New | +$1.08M | 1.12% | 27 |
|
Other funds holding JPM
Aries Wealth Management's JPM Position: Q2 2026 in Review
Aries Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, selling an estimated $7.76K and leaving 17,372 shares worth $5.69M. The position accounts for 1.12% of the portfolio, ranked #21.
Aries Wealth Management first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Aries Wealth Management held 17,372 shares of JPMorgan Chase worth $5.69M as of Q2 2026.
- Aries Wealth Management sold 25 JPMorgan Chase shares in Q2 2026, an estimated $7.76K.
- JPMorgan Chase made up 1.12% of Aries Wealth Management's portfolio in Q2 2026, its #21 holding.
- Aries Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- 5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.