ARK & TLK Investments’s JPMorgan Chase JPM Stock Holding History

ARK & TLK Investments’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	$1.01M	Sell	3,096 -2,909	-48%	-$903K	0.25%	54
2026 Q1	$1.77M	Hold	6,005	–	–	0.48%	30
2025 Q4	$1.93M	Hold	6,005	–	–	0.53%	27
2025 Q3	$1.89M	Hold	6,005	–	–	0.6%	25
2025 Q2	$1.74M	Sell	6,005 -305	-5%	-$77.8K	0.56%	31
2025 Q1	$1.55M	Sell	6,310 -120	-2%	-$30.6K	0.55%	31
2024 Q4	$1.54M	Buy	6,430 +11	+0.2%	+$2.56K	0.54%	32
2024 Q3	$1.35M	Hold	6,419	–	–	0.48%	34
2024 Q2	$1.3M	Hold	6,419	–	–	0.49%	33
2024 Q1	$1.29M	Hold	6,419	–	–	0.5%	34
2023 Q4	$1.09M	Buy	+6,419	New	+$973K	0.44%	38

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

ARK & TLK Investments's JPM Position: Q2 2026 in Review

ARK & TLK Investments reduced its JPMorgan Chase (JPM) stake by 48% in Q2 2026, selling an estimated $903K and leaving 3,096 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #54.

ARK & TLK Investments first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q4 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

ARK & TLK Investments held 3,096 shares of JPMorgan Chase worth $1.01M as of Q2 2026.
ARK & TLK Investments sold 2,909 JPMorgan Chase shares in Q2 2026, an estimated $903K.
JPMorgan Chase made up 0.25% of ARK & TLK Investments's portfolio in Q2 2026, its #54 holding.
ARK & TLK Investments first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
ARK & TLK Investments's JPMorgan Chase position peaked at $1.93M in Q4 2025.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.