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Arkadios Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Arkadios Wealth Advisors’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 		$68.3M Buy
208,806
+4,895
+2% +$1.52M 1.03% 9
2026
Q1 		$60M Buy
203,911
+11,372
+6% +$3.45M 0.98% 8
2025
Q4 		$62M Buy
192,539
+43,107
+29% +$13.3M 1.2% 9
2025
Q3 		$47.1M Buy
149,432
+21,446
+17% +$6.38M 1.13% 8
2025
Q2 		$37.1M Buy
127,986
+11,918
+10% +$3.04M 1.09% 10
2025
Q1 		$28.5M Buy
116,068
+30,459
+36% +$7.77M 1.08% 10
2024
Q4 		$20.5M Buy
85,609
+4,928
+6% +$1.15M 1.12% 11
2024
Q3 		$17M Buy
80,681
+16,697
+26% +$3.52M 0.96% 16
2024
Q2 		$12.9M Buy
63,984
+11,308
+21% +$2.21M 0.87% 19
2024
Q1 		$10.6M Buy
52,676
+384
+0.7% +$69.3K 0.82% 23
2023
Q4 		$8.89M Buy
52,292
+2,456
+5% +$372K 0.75% 22
2023
Q3 		$7.23M Buy
49,836
+5,538
+13% +$830K 0.69% 26
2023
Q2 		$6.44M Buy
44,298
+1,008
+2% +$139K 0.75% 30
2023
Q1 		$5.64M Buy
43,290
+524
+1% +$71.8K 0.67% 30
2022
Q4 		$5.73M Buy
42,766
+3,968
+10% +$503K 0.76% 29
2022
Q3 		$4.05M Buy
38,798
+9,732
+33% +$1.12M 0.61% 34
2022
Q2 		$3.27M Buy
29,066
+2,094
+8% +$259K 0.49% 49
2022
Q1 		$3.68M Buy
26,972
+1,794
+7% +$265K 0.48% 45
2021
Q4 		$3.99M Buy
25,178
+2,044
+9% +$336K 0.53% 39
2021
Q3 		$3.79M Sell
23,134
-5,838
-20% -$915K 0.55% 37
2021
Q2 		$4.51M Buy
28,972
+6,043
+26% +$949K 0.55% 34
2021
Q1 		$3.49M Buy
22,929
+5,322
+30% +$766K 0.57% 39
2020
Q4 		$2.24M Buy
17,607
+6,774
+63% +$757K 0.47% 54
2020
Q3 		$1.1M Buy
10,833
+3,052
+39% +$300K 0.55% 42
2020
Q2 		$764K Buy
7,781
+1,452
+23% +$138K 0.42% 51
2020
Q1 		$570K Buy
6,329
+808
+15% +$98.2K 0.36% 67
2019
Q4 		$761K Buy
+5,521
New +$708K 0.46% 49

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arkadios Wealth Advisors's JPM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $1.52M and bringing the position to 208,806 shares worth $68.3M. The position accounts for 1.03% of the portfolio, ranked #9.

Arkadios Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Arkadios Wealth Advisors held 208,806 shares of JPMorgan Chase worth $68.3M as of Q2 2026.
  • Arkadios Wealth Advisors bought 4,895 JPMorgan Chase shares in Q2 2026, an estimated $1.52M.
  • JPMorgan Chase made up 1.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Arkadios Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.