AWM
JPM icon

Arista Wealth Management’s JPMorgan Chase JPM Stock Holding History

Arista 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 		$13.2M Buy
40,475
+50
+0.1% +$15.5K 1.43% 14
2026
Q1 		$11.9M Buy
40,425
+1,803
+5% +$547K 1.45% 13
2025
Q4 		$12.4M Sell
38,622
-1,405
-4% -$435K 1.53% 13
2025
Q3 		$12.6M Buy
40,027
+766
+2% +$228K 1.57% 13
2025
Q2 		$11.4M Buy
39,261
+38,086
+3,241% +$9.72M 1.57% 14
2025
Q1 		$288K Hold
1,175
– – 0.07% 55
2024
Q4 		$282K Hold
1,175
– – 0.07% 54
2024
Q3 		$248K Hold
1,175
– – 0.06% 58
2024
Q2 		$238K Buy
+1,175
New +$230K 0.06% 57

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Arista Wealth Management increased its JPMorgan Chase (JPM) stake by 0.12% in Q2 2026, buying an estimated $15.5K and bringing the position to 40,475 shares worth $13.2M. The position accounts for 1.43% of the portfolio, ranked #14.

Arista Wealth Management first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 2,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Arista Wealth Management held 40,475 shares of JPMorgan Chase worth $13.2M as of Q2 2026.
  • Arista Wealth Management bought 50 JPMorgan Chase shares in Q2 2026, an estimated $15.5K.
  • JPMorgan Chase made up 1.43% of Arista Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Arista Wealth Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 2,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.