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Arkos Global Advisors’s JPMorgan Chase JPM Stock Holding History

Arkos Global 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
Q1 		$767K Sell
2,608
-699
-21% -$212K 0.1% 57
2025
Q4 		$1.06M Sell
3,307
-922
-22% -$285K 0.14% 45
2025
Q3 		$1.33M Buy
4,229
+960
+29% +$286K 0.17% 42
2025
Q2 		$948K Buy
3,269
+209
+7% +$53.3K 0.13% 45
2025
Q1 		$751K Sell
3,060
-122
-4% -$31.1K 0.11% 49
2024
Q4 		$763K Sell
3,182
-949
-23% -$221K 0.11% 52
2024
Q3 		$871K Sell
4,131
-78
-2% -$16.4K 0.13% 49
2024
Q2 		$851K Sell
4,209
-325
-7% -$63.5K 0.14% 46
2024
Q1 		$908K Sell
4,534
-346
-7% -$62.4K 0.15% 44
2023
Q4 		$830K Buy
4,880
+309
+7% +$46.8K 0.15% 39
2023
Q3 		$663K Buy
4,571
+1,507
+49% +$226K 0.14% 41
2023
Q2 		$446K Buy
3,064
+428
+16% +$58.9K 0.09% 55
2023
Q1 		$343K Sell
2,636
-537
-17% -$73.6K 0.07% 66
2022
Q4 		$425K Buy
3,173
+656
+26% +$83.1K 0.11% 58
2022
Q3 		$263K Sell
2,517
-410
-14% -$47.1K 0.08% 67
2022
Q2 		$330K Buy
+2,927
New +$363K 0.09% 58

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arkos Global Advisors's JPM Position: Q1 2026 in Review

Arkos Global Advisors reduced its JPMorgan Chase (JPM) stake by 21% in Q1 2026, selling an estimated $212K and leaving 2,608 shares worth $767K. The position accounts for 0.1% of the portfolio, ranked #57.

Arkos Global Advisors first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.33M in Q3 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Arkos Global Advisors held 2,608 shares of JPMorgan Chase worth $767K as of Q1 2026.
  • Arkos Global Advisors sold 699 JPMorgan Chase shares in Q1 2026, an estimated $212K.
  • JPMorgan Chase made up 0.1% of Arkos Global Advisors's portfolio in Q1 2026, its #57 holding.
  • Arkos Global Advisors first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
  • Arkos Global Advisors's JPMorgan Chase position peaked at $1.33M in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Arkos Global Advisors's 13F filing for Q1 2026, filed 13 May 2026.