Arjuna Capital’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
Q1
$9.62M Buy
32,701
+928
+3% +$282K 2.45% 8
2025
Q4
$10.2M Sell
31,773
-424
-1% -$131K 2.51% 8
2025
Q3
$10.2M Buy
32,197
+176
+0.5% +$52.3K 2.52% 7
2025
Q2
$9.28M Sell
32,021
-1,518
-5% -$387K 2.45% 8
2025
Q1
$8.23M Sell
33,539
-3,597
-10% -$917K 2.28% 8
2024
Q4
$8.9M Sell
37,136
-1,586
-4% -$369K 2.37% 9
2024
Q3
$8.16M Sell
38,722
-448
-1% -$94.4K 2.11% 10
2024
Q2
$7.92M Buy
39,170
+560
+1% +$109K 2.13% 9
2024
Q1
$7.73M Buy
38,610
+1,761
+5% +$318K 2.19% 11
2023
Q4
$6.27M Sell
36,849
-8,866
-19% -$1.34M 1.96% 13
2023
Q3
$6.63M Buy
45,715
+628
+1% +$94.1K 2.37% 6
2023
Q2
$6.56M Buy
45,087
+604
+1% +$83.1K 2.32% 6
2023
Q1
$5.8M Buy
44,483
+812
+2% +$111K 2.27% 6
2022
Q4
$5.86M Buy
43,671
+1,166
+3% +$148K 2.7% 7
2022
Q3
$4.44M Buy
42,505
+740
+2% +$84.9K 2.18% 12
2022
Q2
$4.7M Buy
41,765
+321
+0.8% +$39.8K 2.28% 14
2022
Q1
$5.65M Sell
41,444
-8,731
-17% -$1.29M 2.36% 10
2021
Q4
$7.95M Buy
50,175
+483
+1% +$79.3K 2.91% 8
2021
Q3
$8.13M Buy
49,692
+2,260
+5% +$354K 3.31% 5
2021
Q2
$7.38M Buy
47,432
+781
+2% +$123K 3.19% 5
2021
Q1
$7.1M Buy
46,651
+17,435
+60% +$2.51M 3.49% 5
2020
Q4
$3.71M Buy
29,216
+19,421
+198% +$2.17M 2.05% 12
2020
Q3
$943K Sell
9,795
-16,641
-63% -$1.63M 0.59% 50
2020
Q2
$2.49M Sell
26,436
-7,945
-23% -$754K 1.72% 16
2020
Q1
$3.1M Sell
34,381
-759
-2% -$92.2K 2.58% 9
2019
Q4
$4.9M Buy
35,140
+88
+0.3% +$11.3K 3.55% 4
2019
Q3
$4.13M Sell
35,052
-3,745
-10% -$424K 3.52% 5
2019
Q2
$4.34M Buy
38,797
+379
+1% +$41.8K 3.12% 6
2019
Q1
$3.89M Sell
38,418
-3,245
-8% -$334K 3.01% 6
2018
Q4
$4.07M Sell
41,663
-1,755
-4% -$187K 3.7% 6
2018
Q3
$4.9M Buy
43,418
+267
+0.6% +$30.3K 3.69% 4
2018
Q2
$4.5M Buy
43,151
+144
+0.3% +$15.8K 3.66% 4
2018
Q1
$4.73M Buy
43,007
+8,847
+26% +$1M 3.99% 2
2017
Q4
$3.65M Buy
+34,160
New +$3.46M 3.42% 4

Other funds holding JPM

Arjuna Capital's JPM Position: Q1 2026 in Review

Arjuna Capital increased its JPMorgan Chase (JPM) stake by 2.9% in Q1 2026, buying an estimated $282K and bringing the position to 32,701 shares worth $9.62M. The position accounts for 2.45% of the portfolio, ranked #8.

Arjuna Capital first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.2M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Arjuna Capital held 32,701 shares of JPMorgan Chase worth $9.62M as of Q1 2026.
  • Arjuna Capital bought 928 JPMorgan Chase shares in Q1 2026, an estimated $282K.
  • JPMorgan Chase made up 2.45% of Arjuna Capital's portfolio in Q1 2026, its #8 holding.
  • Arjuna Capital first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
  • Arjuna Capital's JPMorgan Chase position peaked at $10.2M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Arjuna Capital's 13F filing for Q1 2026, filed 6 May 2026.