AWS
JPM icon

Arkfeld Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Arkfeld Wealth Strategies’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 		$1.27M Buy
3,765
+11
+0.3% +$3.42K 0.38% 46
2026
Q1 		$1.15M Buy
3,754
+13
+0.3% +$3.94K 0.36% 44
2025
Q4 		$1.22M Sell
3,741
-10
-0.3% -$3.1K 0.42% 41
2025
Q3 		$1.16M Buy
3,751
+8
+0.2% +$2.38K 0.42% 40
2025
Q2 		$1.09M Buy
3,743
+17
+0.5% +$4.34K 0.43% 42
2025
Q1 		$873K Buy
3,726
+25
+0.7% +$6.37K 0.38% 45
2024
Q4 		$904K Buy
3,701
+16
+0.4% +$3.73K 0.42% 43
2024
Q3 		$778K Buy
3,685
+16
+0.4% +$3.37K 0.38% 44
2024
Q2 		$753K Buy
3,669
+17
+0.5% +$3.32K 0.38% 45
2024
Q1 		$714K Buy
3,652
+140
+4% +$25.3K 0.39% 45
2023
Q4 		$599K Buy
3,512
+303
+9% +$45.9K 0.39% 42
2023
Q3 		$467K Buy
3,209
+165
+5% +$24.7K 0.34% 42
2023
Q2 		$451K Buy
3,044
+265
+10% +$36.4K 0.33% 43
2023
Q1 		$357K Buy
2,779
+325
+13% +$44.5K 0.25% 49
2022
Q4 		$340K Buy
2,454
+171
+7% +$21.7K 0.22% 58
2022
Q3 		$254K Buy
+2,283
New +$262K 0.18% 62
2022
Q1 		– Sell
-2,500
Closed -$421K – 76
2021
Q4 		$421K Sell
2,500
-295
-11% -$48.4K 0.25% 53
2021
Q3 		$476K Buy
2,795
+5
+0.2% +$784 0.29% 50
2021
Q2 		$433K Sell
2,790
-95
-3% -$14.9K 0.26% 51
2021
Q1 		$450K Sell
2,885
-545
-16% -$78.4K 0.29% 50
2020
Q4 		$473K Buy
3,430
+32
+0.9% +$3.58K 0.36% 46
2020
Q3 		$333K Buy
3,398
+831
+32% +$81.6K 0.31% 50
2020
Q2 		$241K Buy
+2,567
New +$244K 0.27% 49

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arkfeld Wealth Strategies's JPM Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its JPMorgan Chase (JPM) stake by 0.29% in Q2 2026, buying an estimated $3.42K and bringing the position to 3,765 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #46.

Arkfeld Wealth Strategies first reported a position in JPM in Q2 2020 and has held it in 23 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Arkfeld Wealth Strategies held 3,765 shares of JPMorgan Chase worth $1.27M as of Q2 2026.
  • Arkfeld Wealth Strategies bought 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.38% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #46 holding.
  • Arkfeld Wealth Strategies first reported a position in JPMorgan Chase in Q2 2020 and has held it in 23 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.