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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
2024
Q2 		– Sell
-100
Closed -$20 – 892
2024
Q1 		$20 Buy
+100
New +$18K ﹤0.01% 731

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 $3.38T AUM 44.17% 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. 5,155 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.
  • 5,155 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.